Clear Perspective Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,446
| Closed | -$72K | – | 176 |
|
|
2019
Q2 | $72K | Buy |
+3,446
| New | +$72K | 0.05% | 163 |
|
|
2018
Q3 | – | Sell |
-5,046
| Closed | -$89K | – | 300 |
|
|
2018
Q2 | $89K | Sell |
5,046
-3,900
| -44% | -$68.8K | 0.06% | 200 |
|
|
2018
Q1 | $135K | Hold |
8,946
| – | – | 0.1% | 165 |
|
|
2017
Q4 | $162K | Sell |
8,946
-4,875
| -35% | -$88.3K | 0.12% | 152 |
|
|
2017
Q3 | $265K | Buy |
13,821
+4,014
| +41% | +$77K | 0.22% | 109 |
|
|
2017
Q2 | $188K | Buy |
9,807
+6,560
| +202% | +$126K | 0.16% | 125 |
|
|
2017
Q1 | $71K | Sell |
3,247
-5,000
| -61% | -$109K | 0.05% | 186 |
|
|
2016
Q4 | $171K | Buy |
+8,247
| New | +$171K | 0.11% | 133 |
|