Homrich & Berg’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-74,864
| Closed | -$1.44M | – | 351 |
|
|
2017
Q3 | $1.44M | Buy |
74,864
+29,926
| +67% | +$574K | 0.11% | 84 |
|
|
2017
Q2 | $861K | Sell |
44,938
-8,460
| -16% | -$162K | 0.08% | 109 |
|
|
2017
Q1 | $1.16M | Buy |
53,398
+8,899
| +20% | +$193K | 0.1% | 83 |
|
|
2016
Q4 | $922K | Buy |
44,499
+160
| +0.4% | +$3.32K | 0.08% | 94 |
|
|
2016
Q3 | $1.03M | Sell |
44,339
-1,138
| -3% | -$26.3K | 0.09% | 80 |
|
|
2016
Q2 | $851K | Sell |
45,477
-88
| -0.2% | -$1.65K | 0.08% | 90 |
|
|
2016
Q1 | $814K | Sell |
45,565
-3,186
| -7% | -$56.9K | 0.08% | 94 |
|
|
2015
Q4 | $727K | Sell |
48,751
-9,449
| -16% | -$141K | 0.07% | 114 |
|
|
2015
Q3 | $1.61M | Sell |
58,200
-6,319
| -10% | -$175K | 0.17% | 47 |
|
|
2015
Q2 | $2.48M | Sell |
64,519
-6,222
| -9% | -$239K | 0.24% | 39 |
|
|
2015
Q1 | $2.98M | Sell |
70,741
-767
| -1% | -$32.3K | 0.29% | 33 |
|
|
2014
Q4 | $3.03M | Buy |
+71,508
| New | +$3.03M | 0.31% | 36 |
|