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