Covenant Multifamily Offices’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
$1.34M Sell
78,896
-8,837
-10% -$150K 0.24% 75
2021
Q2
$1.6M Sell
87,733
-3,134
-3% -$57.1K 0.29% 62
2021
Q1
$1.51M Sell
90,867
-1,027
-1% -$17.1K 0.31% 59
2020
Q4
$1.26M Buy
91,894
+3,201
+4% +$43.8K 0.22% 62
2020
Q3
$1.09M Sell
88,693
-416
-0.5% -$5.13K 0.22% 63
2020
Q2
$1.35M Buy
89,109
+6,529
+8% +$99.1K 0.27% 55
2020
Q1
$1.15M Sell
82,580
-55,189
-40% -$769K 0.29% 44
2019
Q4
$3.03M Buy
137,769
+4,642
+3% +$102K 0.52% 31
2019
Q3
$2.74M Sell
133,127
-461
-0.3% -$9.5K 0.59% 20
2019
Q2
$2.79M Buy
133,588
+85,887
+180% +$1.79M 0.61% 18
2019
Q1
$954K Buy
47,701
+1,308
+3% +$26.2K 0.31% 39
2018
Q4
$714K Buy
+46,393
New +$714K 0.27% 42
2018
Q1
Sell
-1,800
Closed -$33K 94
2017
Q4
$33K Buy
+1,800
New +$33K 0.02% 78