Chesapeake Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,761
| Closed | -$196K | – | 208 |
|
|
2021
Q2 | $196K | Sell |
10,761
-1,994
| -16% | -$36.3K | 0.06% | 221 |
|
|
2021
Q1 | $212K | Sell |
12,755
-15,327
| -55% | -$255K | 0.07% | 213 |
|
|
2020
Q4 | $384K | Sell |
28,082
-7,989
| -22% | -$109K | 0.13% | 153 |
|
|
2020
Q3 | $444K | Sell |
36,071
-8,468
| -19% | -$104K | 0.17% | 126 |
|
|
2020
Q2 | $676K | Sell |
44,539
-10,879
| -20% | -$165K | 0.27% | 94 |
|
|
2020
Q1 | $772K | Buy |
55,418
+1,423
| +3% | +$19.8K | 0.36% | 88 |
|
|
2019
Q4 | $1.14M | Buy |
53,995
+4,094
| +8% | +$86.7K | 0.44% | 71 |
|
|
2019
Q3 | $1.03M | Buy |
49,901
+11,137
| +29% | +$230K | 0.42% | 77 |
|
|
2019
Q2 | $810K | Buy |
+38,764
| New | +$810K | 0.34% | 90 |
|