CAZ Investments’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Hold |
0
| – | – | – | 40 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 47 |
|
|
2018
Q1 | – | Sell |
-13,900
| Closed | -$251K | – | 30 |
|
|
2017
Q4 | $251K | Sell |
13,900
-28,490
| -67% | -$514K | 0.56% | 26 |
|
|
2017
Q3 | $813K | Sell |
42,390
-4,280
| -9% | -$82.1K | 1% | 12 |
|
|
2017
Q2 | $894K | Buy |
46,670
+7,110
| +18% | +$136K | 0.72% | 25 |
|
|
2017
Q1 | $860K | Hold |
39,560
| – | – | 0.67% | 25 |
|
|
2016
Q4 | $819K | Sell |
39,560
-4,000
| -9% | -$82.8K | 0.96% | 25 |
|
|
2016
Q3 | $1.01M | Sell |
43,560
-11,550
| -21% | -$267K | 0.76% | 22 |
|
|
2016
Q2 | $1.03M | Sell |
55,110
-3,600
| -6% | -$67.4K | 1.1% | 23 |
|
|
2016
Q1 | $1.05M | Buy |
58,710
+16,310
| +38% | +$291K | 1.59% | 23 |
|
|
2015
Q4 | $633K | Buy |
42,400
+21,200
| +100% | +$317K | 0.88% | 26 |
|
|
2015
Q3 | $587K | Buy |
21,200
+15,397
| +265% | +$426K | 0.47% | 27 |
|
|
2015
Q2 | $223K | Hold |
5,803
| – | – | 0.12% | 95 |
|
|
2015
Q1 | $244K | Buy |
+5,803
| New | +$244K | 0.17% | 104 |
|