Charles Schwab Investment Advisory’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,636,689
| Closed | -$289M | – | 112 |
|
|
2019
Q4 | $289M | Buy |
13,636,689
+723,056
| +6% | +$15.3M | 0.41% | 73 |
|
|
2019
Q3 | $266M | Buy |
12,913,633
+585,506
| +5% | +$12.1M | 0.41% | 78 |
|
|
2019
Q2 | $257M | Buy |
12,328,127
+5,679,805
| +85% | +$119M | 0.41% | 76 |
|
|
2019
Q1 | $133M | Buy |
6,648,322
+3,418,906
| +106% | +$68.4M | 0.22% | 108 |
|
|
2018
Q4 | $49.7M | Buy |
+3,229,416
| New | +$49.7M | 0.09% | 139 |
|