Fiduciary Financial Services of The Southwest’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$1.2M Buy
56,766
+553
+1% +$11.7K 0.31% 79
2019
Q3
$1.16M Sell
56,213
-695
-1% -$14.3K 0.31% 78
2019
Q2
$1.19M Buy
56,908
+1,136
+2% +$23.7K 0.34% 77
2019
Q1
$1.12M Sell
55,772
-2,553
-4% -$51.1K 0.32% 78
2018
Q4
$897K Hold
58,325
0.28% 83
2018
Q3
$1.03M Sell
58,325
-431
-0.7% -$7.64K 0.29% 83
2018
Q2
$1.04M Sell
58,756
-1,198
-2% -$21.2K 0.31% 79
2018
Q1
$903K Sell
59,954
-1,957
-3% -$29.5K 0.28% 90
2017
Q4
$1.12M Sell
61,911
-6,162
-9% -$111K 0.33% 83
2017
Q3
$1.31M Sell
68,073
-5,852
-8% -$112K 0.39% 74
2017
Q2
$1.42M Sell
73,925
-8,375
-10% -$160K 0.44% 70
2017
Q1
$1.79M Sell
82,300
-4,380
-5% -$95.2K 0.57% 58
2016
Q4
$1.8M Sell
86,680
-4,903
-5% -$102K 0.59% 56
2016
Q3
$2.12M Sell
91,583
-20,625
-18% -$477K 0.68% 49
2016
Q2
$2.1M Sell
112,208
-51,951
-32% -$973K 0.68% 45
2016
Q1
$2.93M Sell
164,159
-33,490
-17% -$598K 1.04% 30
2015
Q4
$2.95M Sell
197,649
-42,932
-18% -$641K 1.05% 29
2015
Q3
$6.66M Sell
240,581
-13,034
-5% -$361K 2.34% 6
2015
Q2
$9.74M Sell
253,615
-19,627
-7% -$753K 3% 5
2015
Q1
$11.5M Sell
273,242
-7,226
-3% -$304K 3.37% 4
2014
Q4
$11.9M Buy
+280,468
New +$11.9M 3.4% 4