Forte Capital’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,552
| Closed | -$223K | – | 87 |
|
|
2019
Q4 | $223K | Sell |
10,552
-70
| -0.7% | -$1.48K | 0.06% | 89 |
|
|
2019
Q3 | $219K | Sell |
10,622
-150
| -1% | -$3.09K | 0.07% | 92 |
|
|
2019
Q2 | $225K | Buy |
+10,772
| New | +$225K | 0.07% | 93 |
|
|
2017
Q4 | – | Sell |
-11,521
| Closed | -$221K | – | 166 |
|
|
2017
Q3 | $221K | Sell |
11,521
-3,896
| -25% | -$74.7K | 0.07% | 154 |
|
|
2017
Q2 | $295K | Hold |
15,417
| – | – | 0.1% | 132 |
|
|
2017
Q1 | $335K | Sell |
15,417
-2,775
| -15% | -$60.3K | 0.11% | 128 |
|
|
2016
Q4 | $376K | Sell |
18,192
-16,350
| -47% | -$338K | 0.14% | 111 |
|
|
2016
Q3 | $799K | Sell |
34,542
-7,138
| -17% | -$165K | 0.3% | 76 |
|
|
2016
Q2 | $780K | Buy |
41,680
+600
| +1% | +$11.2K | 0.3% | 72 |
|
|
2016
Q1 | $734K | Buy |
41,080
+16,057
| +64% | +$287K | 0.32% | 65 |
|
|
2015
Q4 | $373K | Sell |
25,023
-6,119
| -20% | -$91.2K | 0.15% | 114 |
|
|
2015
Q3 | $862K | Sell |
31,142
-3,365
| -10% | -$93.1K | 0.39% | 61 |
|
|
2015
Q2 | $1.33M | Buy |
34,507
+3,027
| +10% | +$116K | 0.56% | 47 |
|
|
2015
Q1 | $1.32M | Buy |
31,480
+1,050
| +3% | +$44.2K | 0.57% | 48 |
|
|
2014
Q4 | $1.29M | Buy |
30,430
+5,775
| +23% | +$244K | 0.56% | 48 |
|
|
2014
Q3 | $945K | Buy |
+24,655
| New | +$945K | 0.44% | 55 |
|