Gideon Capital Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-19,731
| Closed | -$395K | – | 355 |
|
|
2019
Q1 | $395K | Sell |
19,731
-7,702
| -28% | -$154K | 0.14% | 223 |
|
|
2018
Q4 | $422K | Buy |
27,433
+13,905
| +103% | +$214K | 0.17% | 183 |
|
|
2018
Q3 | $240K | Buy |
+13,528
| New | +$240K | 0.11% | 283 |
|
|
2018
Q1 | – | Sell |
-24,368
| Closed | -$440K | – | 409 |
|
|
2017
Q4 | $440K | Buy |
+24,368
| New | +$440K | 0.39% | 69 |
|