Dowling & Yahnke’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $195K | Sell |
11,708
-113
| -1% | -$1.88K | 0.01% | 353 |
|
|
2022
Q2 | $198K | Sell |
11,821
-616
| -5% | -$10.3K | 0.01% | 356 |
|
|
2022
Q1 | $235K | Sell |
12,437
-1,089
| -8% | -$20.6K | 0.01% | 345 |
|
|
2021
Q4 | $215K | Sell |
13,526
-11,830
| -47% | -$188K | 0.01% | 363 |
|
|
2021
Q3 | $424K | Hold |
25,356
| – | – | 0.02% | 276 |
|
|
2021
Q2 | $462K | Sell |
25,356
-596
| -2% | -$10.9K | 0.03% | 265 |
|
|
2021
Q1 | $432K | Sell |
25,952
-11,091
| -30% | -$185K | 0.03% | 261 |
|
|
2020
Q4 | $506K | Buy |
37,043
+3,905
| +12% | +$53.3K | 0.04% | 242 |
|
|
2020
Q3 | $409K | Buy |
33,138
+2,985
| +10% | +$36.8K | 0.03% | 248 |
|
|
2020
Q2 | $457K | Sell |
30,153
-15,017
| -33% | -$228K | 0.04% | 232 |
|
|
2020
Q1 | $629K | Sell |
45,170
-25,413
| -36% | -$354K | 0.06% | 198 |
|
|
2019
Q4 | $1.49M | Buy |
70,583
+4,135
| +6% | +$87.5K | 0.11% | 168 |
|
|
2019
Q3 | $1.37M | Buy |
66,448
+8,510
| +15% | +$175K | 0.11% | 169 |
|
|
2019
Q2 | $1.21M | Buy |
57,938
+6,826
| +13% | +$143K | 0.1% | 176 |
|
|
2019
Q1 | $1.02M | Buy |
51,112
+4,288
| +9% | +$85.8K | 0.1% | 170 |
|
|
2018
Q4 | $799K | Buy |
46,824
+5,860
| +14% | +$100K | 0.08% | 169 |
|
|
2018
Q3 | $726K | Buy |
40,964
+690
| +2% | +$12.2K | 0.06% | 202 |
|
|
2018
Q2 | $712K | Sell |
40,274
-17,015
| -30% | -$301K | 0.07% | 207 |
|
|
2018
Q1 | $863K | Sell |
57,289
-5,565
| -9% | -$83.8K | 0.08% | 202 |
|
|
2017
Q4 | $1.14M | Buy |
+62,854
| New | +$1.14M | 0.1% | 180 |
|