CGA
Crescent Grove Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16,541
| Closed | -$345K | – | 160 |
|
|
2019
Q2 | $345K | Sell |
16,541
-300
| -2% | -$6.26K | 0.07% | 108 |
|
|
2019
Q1 | $337K | Buy |
16,841
+2
| +0% | +$40 | 0.07% | 110 |
|
|
2018
Q4 | $259K | Hold |
16,839
| – | – | 0.06% | 131 |
|
|
2018
Q3 | $299K | Hold |
16,839
| – | – | 0.06% | 106 |
|
|
2018
Q2 | $298K | Hold |
16,839
| – | – | 0.07% | 107 |
|
|
2018
Q1 | $254K | Sell |
16,839
-333
| -2% | -$5.02K | 0.06% | 114 |
|
|
2017
Q4 | $310K | Hold |
17,172
| – | – | 0.08% | 98 |
|
|
2017
Q3 | $329K | Hold |
17,172
| – | – | 0.08% | 93 |
|
|
2017
Q2 | $329K | Buy |
+17,172
| New | +$329K | 0.09% | 88 |
|