Genovese Burford & Brothers Wealth & Retirement Plan Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-40
| Closed | -$1K | – | 231 |
|
|
2018
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 421 |
|
|
2018
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 425 |
|
|
2017
Q4 | $1K | Sell |
40
-1,072
| -96% | -$26.8K | ﹤0.01% | 245 |
|
|
2017
Q3 | $21K | Buy |
1,112
+572
| +106% | +$10.8K | 0.01% | 223 |
|
|
2017
Q2 | $10K | Sell |
540
-1,459
| -73% | -$27K | ﹤0.01% | 272 |
|
|
2017
Q1 | $44K | Buy |
1,999
+1,459
| +270% | +$32.1K | 0.02% | 155 |
|
|
2016
Q4 | $12K | Sell |
540
-1,076
| -67% | -$23.9K | ﹤0.01% | 304 |
|
|
2016
Q3 | $37K | Buy |
1,616
+1,076
| +199% | +$24.6K | 0.01% | 180 |
|
|
2016
Q2 | $10K | Buy |
540
+500
| +1,250% | +$9.26K | ﹤0.01% | 272 |
|
|
2016
Q1 | $0 | Buy |
+40
| New | – | ﹤0.01% | 397 |
|