First Personal Financial Services’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $597 | Buy |
+27
| New | +$597 | ﹤0.01% | 381 |
|
|
2019
Q4 | – | Sell |
-97
| Closed | -$2K | – | 561 |
|
|
2019
Q3 | $2K | Hold |
97
| – | – | ﹤0.01% | 429 |
|
|
2019
Q2 | $2K | Sell |
97
-109
| -53% | -$2.25K | ﹤0.01% | 667 |
|
|
2019
Q1 | $4K | Sell |
206
-689
| -77% | -$13.4K | ﹤0.01% | 618 |
|
|
2018
Q4 | $14K | Sell |
895
-2,500
| -74% | -$39.1K | ﹤0.01% | 427 |
|
|
2018
Q3 | $60K | Sell |
3,395
-802
| -19% | -$14.2K | 0.02% | 253 |
|
|
2018
Q2 | $74K | Sell |
4,197
-21,454
| -84% | -$378K | 0.02% | 229 |
|
|
2018
Q1 | $386K | Sell |
25,651
-2,685
| -9% | -$40.4K | 0.08% | 162 |
|
|
2017
Q4 | $512K | Buy |
28,336
+646
| +2% | +$11.7K | 0.1% | 155 |
|
|
2017
Q3 | $531K | Sell |
27,690
-260
| -0.9% | -$4.99K | 0.11% | 139 |
|
|
2017
Q2 | $536K | Buy |
27,950
+1,097
| +4% | +$21K | 0.12% | 138 |
|
|
2017
Q1 | $585K | Buy |
26,853
+804
| +3% | +$17.5K | 0.14% | 115 |
|
|
2016
Q4 | $539K | Buy |
26,049
+7,345
| +39% | +$152K | 0.14% | 118 |
|
|
2016
Q3 | $433K | Buy |
18,704
+70
| +0.4% | +$1.62K | 0.13% | 122 |
|
|
2016
Q2 | $349K | Buy |
18,634
+15,524
| +499% | +$291K | 0.12% | 123 |
|
|
2016
Q1 | $56K | Sell |
3,110
-2,661
| -46% | -$47.9K | 0.03% | 170 |
|
|
2015
Q4 | $86K | Sell |
5,771
-5,816
| -50% | -$86.7K | 0.05% | 151 |
|
|
2015
Q3 | $321K | Sell |
11,587
-5,558
| -32% | -$154K | 0.19% | 101 |
|
|
2015
Q2 | $659K | Sell |
17,145
-1,963
| -10% | -$75.5K | 0.39% | 75 |
|
|
2015
Q1 | $804K | Sell |
19,108
-12,458
| -39% | -$524K | 0.49% | 66 |
|
|
2014
Q4 | $1.34M | Buy |
+31,566
| New | +$1.34M | 0.78% | 48 |
|