Gofen & Glossberg’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 |
-14,227
| Closed | -$301K | – | 452 |
|
|
2019
Q4 | $301K | Sell |
14,227
-100
| -0.7% | -$2.12K | 0.01% | 368 |
|
|
2019
Q3 | $295K | Buy |
+14,327
| New | +$295K | 0.01% | 362 |
|
|
2018
Q4 | – | Sell |
-13,580
| Closed | -$241K | – | 442 |
|
|
2018
Q3 | $241K | Buy |
13,580
+362
| +3% | +$6.42K | 0.01% | 406 |
|
|
2018
Q2 | $234K | Sell |
13,218
-2,076
| -14% | -$36.8K | 0.01% | 395 |
|
|
2018
Q1 | $230K | Sell |
15,294
-7,849
| -34% | -$118K | 0.01% | 409 |
|
|
2017
Q4 | $418K | Buy |
23,143
+2,220
| +11% | +$40.1K | 0.01% | 331 |
|
|
2017
Q3 | $401K | Buy |
20,923
+4
| +0% | +$77 | 0.01% | 334 |
|
|
2017
Q2 | $401K | Sell |
20,919
-797
| -4% | -$15.3K | 0.02% | 326 |
|
|
2017
Q1 | $472K | Sell |
21,716
-496
| -2% | -$10.8K | 0.02% | 293 |
|
|
2016
Q4 | $460K | Sell |
22,212
-3,984
| -15% | -$82.5K | 0.02% | 290 |
|
|
2016
Q3 | $606K | Sell |
26,196
-6,426
| -20% | -$149K | 0.03% | 253 |
|
|
2016
Q2 | $611K | Buy |
32,622
+1,653
| +5% | +$31K | 0.03% | 252 |
|
|
2016
Q1 | $553K | Buy |
30,969
+5,279
| +21% | +$94.3K | 0.02% | 265 |
|
|
2015
Q4 | $383K | Sell |
25,690
-3,410
| -12% | -$50.8K | 0.02% | 306 |
|
|
2015
Q3 | $805K | Buy |
29,100
+1,224
| +4% | +$33.9K | 0.04% | 222 |
|
|
2015
Q2 | $1.07M | Sell |
27,876
-1,456
| -5% | -$55.9K | 0.05% | 206 |
|
|
2015
Q1 | $1.23M | Sell |
29,332
-511
| -2% | -$21.5K | 0.05% | 196 |
|
|
2014
Q4 | $1.26M | Buy |
29,843
+8,329
| +39% | +$352K | 0.05% | 194 |
|
|
2014
Q3 | $825K | Buy |
21,514
+42
| +0.2% | +$1.61K | 0.04% | 222 |
|
|
2014
Q2 | $779K | Buy |
21,472
+12,830
| +148% | +$465K | 0.03% | 222 |
|
|
2014
Q1 | $275K | Buy |
+8,642
| New | +$275K | 0.01% | 351 |
|