FormulaFolio Investments’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-30,293
| Closed | -$414K | – | 647 |
|
|
2020
Q4 | $414K | Sell |
30,293
-31
| -0.1% | -$424 | 0.01% | 471 |
|
|
2020
Q3 | $374K | Sell |
30,324
-10,696
| -26% | -$132K | 0.01% | 227 |
|
|
2020
Q2 | $622K | Buy |
41,020
+11,928
| +41% | +$181K | 0.03% | 167 |
|
|
2020
Q1 | $405K | Sell |
29,092
-4,160
| -13% | -$57.9K | 0.02% | 192 |
|
|
2019
Q4 | $704K | Sell |
33,252
-11,498
| -26% | -$243K | 0.03% | 212 |
|
|
2019
Q3 | $922K | Buy |
44,750
+897
| +2% | +$18.5K | 0.04% | 164 |
|
|
2019
Q2 | $916K | Buy |
43,853
+17,535
| +67% | +$366K | 0.04% | 146 |
|
|
2019
Q1 | $527K | Buy |
26,318
+16,266
| +162% | +$326K | 0.02% | 190 |
|
|
2018
Q4 | $178K | Hold |
10,052
| – | – | 0.01% | 307 |
|
|
2018
Q3 | $178K | Sell |
10,052
-2,296
| -19% | -$40.7K | 0.01% | 307 |
|
|
2018
Q2 | $218K | Sell |
12,348
-2,157
| -15% | -$38.1K | 0.01% | 283 |
|
|
2018
Q1 | $218K | Buy |
+14,505
| New | +$218K | 0.01% | 253 |
|