Huntington Steele’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | $172K | Sell |
11,427
-4,089
| -26% | -$61.5K | 0.04% | 71 |
|
2017
Q4 | $280K | Sell |
15,516
-25,617
| -62% | -$462K | 0.08% | 67 |
|
2017
Q3 | $789K | Sell |
41,133
-2,036
| -5% | -$39.1K | 0.23% | 38 |
|
2017
Q2 | $827K | Hold |
43,169
| – | – | 0.25% | 35 |
|
2017
Q1 | $938K | Sell |
43,169
-11,719
| -21% | -$255K | 0.29% | 33 |
|
2016
Q4 | $1.14M | Sell |
54,888
-19,695
| -26% | -$408K | 0.38% | 31 |
|
2016
Q3 | $1.73M | Sell |
74,583
-1,529
| -2% | -$35.4K | 0.58% | 27 |
|
2016
Q2 | $1.43M | Hold |
76,112
| – | – | 0.53% | 25 |
|
2016
Q1 | $1.36M | Hold |
76,112
| – | – | 0.55% | 24 |
|
2015
Q4 | $1.14M | Sell |
76,112
-10,692
| -12% | -$160K | 0.46% | 26 |
|
2015
Q3 | $2.4M | Sell |
86,804
-200
| -0.2% | -$5.54K | 1.07% | 19 |
|
2015
Q2 | $3.34M | Buy |
87,004
+200
| +0.2% | +$7.68K | 1.41% | 18 |
|
2015
Q1 | $3.65M | Sell |
86,804
-2,634
| -3% | -$111K | 1.56% | 18 |
|
2014
Q4 | $3.78M | Buy |
+89,438
| New | +$3.78M | 1.58% | 16 |
|