Capital Advantage’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,036
| Closed | -$142K | – | 77 |
|
|
2018
Q3 | $142K | Buy |
+8,036
| New | +$142K | 0.03% | 80 |
|
|
2016
Q4 | – | Sell |
-12,010
| Closed | -$278K | – | 81 |
|
|
2016
Q3 | $278K | Buy |
12,010
+509
| +4% | +$11.8K | 0.08% | 62 |
|
|
2016
Q2 | $215K | Buy |
11,501
+11
| +0.1% | +$206 | 0.06% | 71 |
|
|
2016
Q1 | $205K | Buy |
11,490
+11
| +0.1% | +$196 | 0.07% | 73 |
|
|
2015
Q4 | $171K | Sell |
11,479
-134
| -1% | -$2K | 0.06% | 77 |
|
|
2015
Q3 | $321K | Buy |
11,613
+434
| +4% | +$12K | 0.13% | 54 |
|
|
2015
Q2 | $429K | Buy |
11,179
+17
| +0.2% | +$652 | 0.17% | 46 |
|
|
2015
Q1 | $469K | Buy |
11,162
+715
| +7% | +$30K | 0.19% | 42 |
|
|
2014
Q4 | $442K | Buy |
+10,447
| New | +$442K | 0.18% | 41 |
|