Circle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-37,255
| Closed | -$519K | – | 215 |
|
|
2020
Q1 | $519K | Buy |
37,255
+875
| +2% | +$12.2K | 0.1% | 108 |
|
|
2019
Q4 | $770K | Buy |
36,380
+414
| +1% | +$8.76K | 0.13% | 79 |
|
|
2019
Q3 | $741K | Sell |
35,966
-492
| -1% | -$10.1K | 0.16% | 77 |
|
|
2019
Q2 | $761K | Buy |
36,458
+1,514
| +4% | +$31.6K | 0.16% | 75 |
|
|
2019
Q1 | $699K | Sell |
34,944
-1,059
| -3% | -$21.2K | 0.16% | 85 |
|
|
2018
Q4 | $554K | Buy |
36,003
+387
| +1% | +$5.96K | 0.21% | 37 |
|
|
2018
Q3 | $631K | Buy |
35,616
+370
| +1% | +$6.56K | 0.2% | 45 |
|
|
2018
Q2 | $623K | Buy |
+35,246
| New | +$623K | 0.21% | 46 |
|