Financial Architects (New Jersey)’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-950
| Closed | -$14K | – | 535 |
|
|
2020
Q2 | $14K | Sell |
950
-550
| -37% | -$8.11K | ﹤0.01% | 600 |
|
|
2020
Q1 | $21K | Hold |
1,500
| – | – | 0.01% | 501 |
|
|
2019
Q4 | $32K | Sell |
1,500
-100
| -6% | -$2.13K | 0.01% | 490 |
|
|
2019
Q3 | $33K | Sell |
1,600
-1,406
| -47% | -$29K | 0.01% | 495 |
|
|
2019
Q2 | $63K | Sell |
3,006
-836
| -22% | -$17.5K | 0.01% | 409 |
|
|
2019
Q1 | $77K | Hold |
3,842
| – | – | 0.01% | 464 |
|
|
2018
Q4 | $59K | Sell |
3,842
-494
| -11% | -$7.59K | 0.01% | 463 |
|
|
2018
Q3 | $77K | Buy |
4,336
+827
| +24% | +$14.7K | 0.01% | 463 |
|
|
2018
Q2 | $62K | Sell |
3,509
-835
| -19% | -$14.8K | 0.01% | 503 |
|
|
2018
Q1 | $65K | Sell |
4,344
-996
| -19% | -$14.9K | 0.01% | 493 |
|
|
2017
Q4 | $96K | Sell |
5,340
-19,985
| -79% | -$359K | 0.02% | 445 |
|
|
2017
Q3 | $486K | Buy |
25,325
+8,851
| +54% | +$170K | 0.09% | 156 |
|
|
2017
Q2 | $316K | Buy |
16,474
+4,643
| +39% | +$89.1K | 0.06% | 202 |
|
|
2017
Q1 | $257K | Buy |
11,831
+1,982
| +20% | +$43.1K | 0.05% | 230 |
|
|
2016
Q4 | $204K | Sell |
9,849
-53
| -0.5% | -$1.1K | 0.05% | 251 |
|
|
2016
Q3 | $229K | Sell |
9,902
-863
| -8% | -$20K | 0.06% | 232 |
|
|
2016
Q2 | $201K | Buy |
10,765
+3,173
| +42% | +$59.2K | 0.06% | 246 |
|
|
2016
Q1 | $136K | Buy |
+7,592
| New | +$136K | 0.05% | 231 |
|
|
2015
Q4 | – | Sell |
-14,961
| Closed | -$414K | – | 222 |
|
|
2015
Q3 | $414K | Sell |
14,961
-10,337
| -41% | -$286K | 0.17% | 125 |
|
|
2015
Q2 | $971K | Sell |
25,298
-1,999
| -7% | -$76.7K | 0.35% | 60 |
|
|
2015
Q1 | $1.15M | Buy |
27,297
+2,539
| +10% | +$107K | 0.44% | 46 |
|
|
2014
Q4 | $1.05M | Buy |
24,758
+2,026
| +9% | +$85.8K | 0.46% | 48 |
|
|
2014
Q3 | $872K | Buy |
22,732
+1
| +0% | +$38 | 0.43% | 52 |
|
|
2014
Q2 | $824K | Sell |
22,731
-1,987
| -8% | -$72K | 0.4% | 56 |
|
|
2014
Q1 | $803K | Sell |
24,718
-11,040
| -31% | -$359K | 0.48% | 52 |
|
|
2013
Q4 | $1.29M | Sell |
35,758
-32,178
| -47% | -$1.16M | 0.75% | 30 |
|
|
2013
Q3 | $2.43M | Sell |
67,936
-1,344
| -2% | -$48K | 1.57% | 13 |
|
|
2013
Q2 | $2.64M | Buy |
+69,280
| New | +$2.64M | 1.94% | 11 |
|