BAM
Bruderman Asset Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,520
| Closed | -$90K | – | 350 |
|
|
2019
Q1 | $90K | Sell |
4,520
-70
| -2% | -$1.39K | 0.02% | 206 |
|
|
2018
Q4 | $71K | Buy |
+4,590
| New | +$71K | 0.02% | 214 |
|
|
2016
Q4 | – | Sell |
-1,320
| Closed | -$31K | – | 379 |
|
|
2016
Q3 | $31K | Hold |
1,320
| – | – | 0.01% | 253 |
|
|
2016
Q2 | $25K | Hold |
1,320
| – | – | 0.01% | 251 |
|
|
2016
Q1 | $24K | Sell |
1,320
-195
| -13% | -$3.55K | 0.01% | 252 |
|
|
2015
Q4 | $23K | Sell |
1,515
-221,717
| -99% | -$3.37M | 0.01% | 273 |
|
|
2015
Q3 | $6.18M | Sell |
223,232
-10,708
| -5% | -$296K | 2.43% | 13 |
|
|
2015
Q2 | $8.98M | Sell |
233,940
-6,871
| -3% | -$264K | 3.44% | 9 |
|
|
2015
Q1 | $10.1M | Buy |
+240,811
| New | +$10.1M | 3.95% | 4 |
|