Fortis Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,720
| Closed | -$95K | – | 279 |
|
|
2022
Q3 | $95K | Hold |
5,720
| – | – | 0.07% | 121 |
|
|
2022
Q2 | $96K | Hold |
5,720
| – | – | 0.06% | 131 |
|
|
2022
Q1 | $108K | Buy |
+5,720
| New | +$108K | 0.06% | 149 |
|
|
2020
Q3 | – | Sell |
-3,000
| Closed | -$46K | – | 167 |
|
|
2020
Q2 | $46K | Sell |
3,000
-9,000
| -75% | -$138K | 0.05% | 121 |
|
|
2020
Q1 | $167K | Buy |
12,000
+3,000
| +33% | +$41.8K | 0.11% | 97 |
|
|
2019
Q4 | $191K | Hold |
9,000
| – | – | 0.12% | 126 |
|
|
2019
Q3 | $185K | Hold |
9,000
| – | – | 0.09% | 135 |
|
|
2019
Q2 | $188K | Hold |
9,000
| – | – | 0.09% | 121 |
|
|
2019
Q1 | $180K | Hold |
9,000
| – | – | 0.09% | 129 |
|
|
2018
Q4 | $138K | Hold |
9,000
| – | – | 0.08% | 142 |
|
|
2018
Q3 | $160K | Hold |
9,000
| – | – | 0.09% | 95 |
|
|
2018
Q2 | $159K | Hold |
9,000
| – | – | 0.09% | 93 |
|
|
2018
Q1 | $136K | Hold |
9,000
| – | – | 0.07% | 96 |
|
|
2017
Q4 | $163K | Hold |
9,000
| – | – | 0.1% | 80 |
|
|
2017
Q3 | $173K | Buy |
+9,000
| New | +$173K | 0.12% | 65 |
|
|
2017
Q2 | – | Sell |
-175
| Closed | -$4K | – | 94 |
|
|
2017
Q1 | $4K | Buy |
+175
| New | +$4K | ﹤0.01% | 80 |
|