Essex Investment Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-497
| Closed | -$9K | – | 408 |
|
|
2022
Q4 | $9K | Hold |
497
| – | – | ﹤0.01% | 373 |
|
|
2022
Q3 | $8K | Hold |
497
| – | – | ﹤0.01% | 378 |
|
|
2022
Q2 | $8K | Hold |
497
| – | – | ﹤0.01% | 394 |
|
|
2022
Q1 | $9K | Hold |
497
| – | – | ﹤0.01% | 374 |
|
|
2021
Q4 | $8K | Hold |
497
| – | – | ﹤0.01% | 387 |
|
|
2021
Q3 | $8K | Hold |
497
| – | – | ﹤0.01% | 400 |
|
|
2021
Q2 | $9K | Sell |
497
-215
| -30% | -$3.89K | ﹤0.01% | 399 |
|
|
2021
Q1 | $12K | Hold |
712
| – | – | ﹤0.01% | 416 |
|
|
2020
Q4 | $10K | Hold |
712
| – | – | ﹤0.01% | 439 |
|
|
2020
Q3 | $9K | Hold |
712
| – | – | ﹤0.01% | 443 |
|
|
2020
Q2 | $11K | Hold |
712
| – | – | ﹤0.01% | 392 |
|
|
2020
Q1 | $10K | Sell |
712
-552
| -44% | -$7.75K | ﹤0.01% | 362 |
|
|
2019
Q4 | $27K | Sell |
1,264
-163
| -11% | -$3.48K | ﹤0.01% | 424 |
|
|
2019
Q3 | $29K | Sell |
1,427
-147
| -9% | -$2.99K | ﹤0.01% | 412 |
|
|
2019
Q2 | $33K | Hold |
1,574
| – | – | ﹤0.01% | 411 |
|
|
2019
Q1 | $31K | Hold |
1,574
| – | – | ﹤0.01% | 414 |
|
|
2018
Q4 | $24K | Buy |
+1,574
| New | +$24K | ﹤0.01% | 420 |
|
|
2015
Q4 | – | Sell |
-10,898
| Closed | -$302K | – | 319 |
|
|
2015
Q3 | $302K | Hold |
10,898
| – | – | 0.05% | 268 |
|
|
2015
Q2 | $418K | Sell |
10,898
-2,197
| -17% | -$84.3K | 0.06% | 244 |
|
|
2015
Q1 | $551K | Sell |
13,095
-433
| -3% | -$18.2K | 0.08% | 226 |
|
|
2014
Q4 | $572K | Hold |
13,528
| – | – | 0.08% | 207 |
|
|
2014
Q3 | $519K | Buy |
13,528
+203
| +2% | +$7.79K | 0.08% | 220 |
|
|
2014
Q2 | $483K | Buy |
13,325
+1,909
| +17% | +$69.2K | 0.07% | 246 |
|
|
2014
Q1 | $371K | Sell |
11,416
-1,417
| -11% | -$46.1K | 0.05% | 275 |
|
|
2013
Q4 | $462K | Sell |
12,833
-787
| -6% | -$28.3K | 0.07% | 278 |
|
|
2013
Q3 | $484K | Sell |
13,620
-175
| -1% | -$6.22K | 0.07% | 256 |
|
|
2013
Q2 | $526K | Buy |
+13,795
| New | +$526K | 0.09% | 220 |
|