Bush ODonnell Investment Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,145
| Closed | -$201K | – | 30 |
|
|
2017
Q4 | $201K | Sell |
11,145
-15,335
| -58% | -$277K | 0.16% | 45 |
|
|
2017
Q3 | $508K | Hold |
26,480
| – | – | 0.39% | 36 |
|
|
2017
Q2 | $507K | Hold |
26,480
| – | – | 0.31% | 36 |
|
|
2017
Q1 | $576K | Hold |
26,480
| – | – | 0.36% | 35 |
|
|
2016
Q4 | $548K | Hold |
26,480
| – | – | 0.37% | 36 |
|
|
2016
Q3 | $612K | Hold |
26,480
| – | – | 0.41% | 34 |
|
|
2016
Q2 | $496K | Hold |
26,480
| – | – | 0.33% | 36 |
|
|
2016
Q1 | $473K | Buy |
+26,480
| New | +$473K | 0.32% | 34 |
|
|
2014
Q3 | – | Sell |
-203,345
| Closed | -$7.37M | – | 47 |
|
|
2014
Q2 | $7.37M | Buy |
203,345
+2,000
| +1% | +$72.5K | 4.15% | 14 |
|
|
2014
Q1 | $6.54M | Hold |
201,345
| – | – | 3.36% | 17 |
|
|
2013
Q4 | $7.25M | Sell |
201,345
-30,315
| -13% | -$1.09M | 3.83% | 15 |
|
|
2013
Q3 | $8.24M | Hold |
231,660
| – | – | 3.96% | 15 |
|
|
2013
Q2 | $8.84M | Buy |
+231,660
| New | +$8.84M | 4.41% | 12 |
|