Capital Planning Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-13,520
| Closed | -$259K | – | 125 |
|
|
2017
Q3 | $259K | Sell |
13,520
-800
| -6% | -$15.3K | 0.1% | 113 |
|
|
2017
Q2 | $274K | Sell |
14,320
-2,560
| -15% | -$49K | 0.12% | 104 |
|
|
2017
Q1 | $367K | Buy |
+16,880
| New | +$367K | 0.18% | 83 |
|
|
2015
Q3 | – | Sell |
-11,108
| Closed | -$426K | – | 107 |
|
|
2015
Q2 | $426K | Buy |
11,108
+60
| +0.5% | +$2.3K | 0.25% | 73 |
|
|
2015
Q1 | $465K | Buy |
11,048
+1,201
| +12% | +$50.5K | 0.32% | 57 |
|
|
2014
Q4 | $417K | Buy |
+9,847
| New | +$417K | 0.36% | 58 |
|