Fragasso Financial Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,886
| Closed | -$208K | – | 106 |
|
|
2017
Q2 | $208K | Hold |
10,886
| – | – | 0.06% | 63 |
|
|
2017
Q1 | $236K | Hold |
10,886
| – | – | 0.07% | 62 |
|
|
2016
Q4 | $225K | Sell |
10,886
-80
| -0.7% | -$1.65K | 0.07% | 64 |
|
|
2016
Q3 | $253K | Sell |
10,966
-1,443
| -12% | -$33.3K | 0.09% | 55 |
|
|
2016
Q2 | $232K | Sell |
12,409
-869
| -7% | -$16.2K | 0.09% | 54 |
|
|
2016
Q1 | $237K | Buy |
+13,278
| New | +$237K | 0.09% | 53 |
|
|
2015
Q4 | – | Sell |
-14,920
| Closed | -$412K | – | 59 |
|
|
2015
Q3 | $412K | Buy |
+14,920
| New | +$412K | 0.16% | 53 |
|
|
2015
Q2 | – | Sell |
-15,425
| Closed | -$648K | – | 43 |
|
|
2015
Q1 | $648K | Buy |
+15,425
| New | +$648K | 0.26% | 40 |
|