Ipswich Investment Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,460
| Closed | -$99K | – | 292 |
|
|
2018
Q4 | $99K | Buy |
+6,460
| New | +$99K | 0.04% | 215 |
|
|
2016
Q2 | – | Sell |
-9,052
| Closed | -$154K | – | 242 |
|
|
2016
Q1 | $154K | Buy |
+9,052
| New | +$154K | 0.07% | 141 |
|
|
2015
Q4 | – | Sell |
-10,815
| Closed | -$299K | – | 143 |
|
|
2015
Q3 | $299K | Hold |
10,815
| – | – | 0.14% | 106 |
|
|
2015
Q2 | $415K | Sell |
10,815
-956
| -8% | -$36.7K | 0.19% | 89 |
|
|
2015
Q1 | $495K | Buy |
11,771
+822
| +8% | +$34.6K | 0.22% | 87 |
|
|
2014
Q4 | $463K | Buy |
+10,949
| New | +$463K | 0.2% | 87 |
|