BTR Capital Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $6.65M | Buy |
399,512
+3,895
| +1% | +$64.8K | 1.04% | 33 |
|
2022
Q2 | $6.63M | Buy |
395,617
+10,007
| +3% | +$168K | 0.95% | 35 |
|
2022
Q1 | $7.29M | Sell |
385,610
-8,340
| -2% | -$158K | 0.9% | 36 |
|
2021
Q4 | $6.25M | Buy |
393,950
+2,145
| +0.5% | +$34K | 0.71% | 38 |
|
2021
Q3 | $6.56M | Buy |
391,805
+22,085
| +6% | +$369K | 0.81% | 36 |
|
2021
Q2 | $6.74M | Buy |
369,720
+375
| +0.1% | +$6.84K | 0.84% | 36 |
|
2021
Q1 | $6.15M | Buy |
369,345
+19,401
| +6% | +$323K | 0.9% | 33 |
|
2020
Q4 | $4.78M | Sell |
349,944
-145,117
| -29% | -$1.98M | 0.75% | 37 |
|
2020
Q3 | $6.1M | Buy |
495,061
+8,987
| +2% | +$111K | 1.08% | 31 |
|
2020
Q2 | $7.37M | Buy |
486,074
+2,621
| +0.5% | +$39.8K | 1.38% | 25 |
|
2020
Q1 | $6.73M | Buy |
483,453
+69,556
| +17% | +$968K | 1.49% | 25 |
|
2019
Q4 | $8.76M | Buy |
413,897
+165,413
| +67% | +$3.5M | 1.51% | 26 |
|
2019
Q3 | $5.12M | Buy |
248,484
+19,435
| +8% | +$401K | 0.96% | 34 |
|
2019
Q2 | $4.78M | Buy |
229,049
+2,630
| +1% | +$54.9K | 0.89% | 37 |
|
2019
Q1 | $4.53M | Sell |
226,419
-4,250
| -2% | -$85K | 0.87% | 38 |
|
2018
Q4 | $3.55M | Sell |
230,669
-189,390
| -45% | -$2.91M | 0.75% | 38 |
|
2018
Q3 | $7.45M | Buy |
420,059
+6,047
| +1% | +$107K | 1.3% | 34 |
|
2018
Q2 | $7.32M | Buy |
414,012
+7,060
| +2% | +$125K | 1.41% | 35 |
|
2018
Q1 | $6.13M | Buy |
406,952
+15,780
| +4% | +$238K | 1.23% | 37 |
|
2017
Q4 | $7.07M | Sell |
391,172
-37,026
| -9% | -$669K | 1.38% | 35 |
|
2017
Q3 | $8.21M | Sell |
428,198
-2,024
| -0.5% | -$38.8K | 1.67% | 25 |
|
2017
Q2 | $8.24M | Buy |
430,222
+49,965
| +13% | +$957K | 1.69% | 24 |
|
2017
Q1 | $8.27M | Buy |
380,257
+111,593
| +42% | +$2.43M | 1.73% | 25 |
|
2016
Q4 | $6.21M | Hold |
268,664
| – | – | 1.39% | 31 |
|
2016
Q3 | $6.21M | Buy |
268,664
+155,380
| +137% | +$3.59M | 1.39% | 31 |
|
2016
Q2 | $2.12M | Sell |
113,284
-3,585
| -3% | -$67.1K | 0.49% | 53 |
|
2016
Q1 | $2.09M | Sell |
116,869
-47,247
| -29% | -$844K | 0.49% | 52 |
|
2015
Q4 | $2.45M | Buy |
164,116
+98,663
| +151% | +$1.47M | 0.56% | 50 |
|
2015
Q3 | $1.81M | Buy |
65,453
+20,900
| +47% | +$579K | 0.43% | 58 |
|
2015
Q2 | $1.71M | Buy |
44,553
+7,078
| +19% | +$272K | 0.4% | 64 |
|
2015
Q1 | $1.58M | Buy |
+37,475
| New | +$1.58M | 0.38% | 66 |
|