Ironwood Investment Counsel’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 |
-14,329
| Closed | -$303K | – | 177 |
|
|
2019
Q4 | $303K | Hold |
14,329
| – | – | 0.1% | 136 |
|
|
2019
Q3 | $295K | Hold |
14,329
| – | – | 0.11% | 124 |
|
|
2019
Q2 | $299K | Hold |
14,329
| – | – | 0.11% | 126 |
|
|
2019
Q1 | $286K | Hold |
14,329
| – | – | 0.11% | 123 |
|
|
2018
Q4 | $220K | Hold |
14,329
| – | – | 0.1% | 140 |
|
|
2018
Q3 | $254K | Sell |
14,329
-5,100
| -26% | -$90.4K | 0.1% | 135 |
|
|
2018
Q2 | $343K | Sell |
19,429
-400
| -2% | -$7.06K | 0.15% | 106 |
|
|
2018
Q1 | $298K | Sell |
19,829
-2,931
| -13% | -$44K | 0.13% | 107 |
|
|
2017
Q4 | $411K | Sell |
22,760
-2,638
| -10% | -$47.6K | 0.15% | 100 |
|
|
2017
Q3 | $487K | Sell |
25,398
-40,294
| -61% | -$773K | 0.2% | 87 |
|
|
2017
Q2 | $1.26M | Sell |
65,692
-3,312
| -5% | -$63.5K | 0.48% | 54 |
|
|
2017
Q1 | $1.5M | Sell |
69,004
-319
| -0.5% | -$6.93K | 0.63% | 48 |
|
|
2016
Q4 | $1.44M | Buy |
69,323
+4,990
| +8% | +$103K | 0.64% | 47 |
|
|
2016
Q3 | $1.49M | Sell |
64,333
-14,245
| -18% | -$329K | 0.7% | 45 |
|
|
2016
Q2 | $1.47M | Buy |
78,578
+8,757
| +13% | +$164K | 0.86% | 36 |
|
|
2016
Q1 | $1.25M | Buy |
69,821
+2,578
| +4% | +$46K | 0.65% | 48 |
|
|
2015
Q4 | $1M | Sell |
67,243
-12,585
| -16% | -$188K | 0.58% | 54 |
|
|
2015
Q3 | $2.21M | Sell |
79,828
-728
| -0.9% | -$20.1K | 1.2% | 23 |
|
|
2015
Q2 | $3.39M | Buy |
+80,556
| New | +$3.39M | 1.72% | 13 |
|