JSAM
J. Safra Asset Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-351
| Closed | -$6K | – | 117 |
|
|
2022
Q4 | $6K | Buy |
+351
| New | +$6K | ﹤0.01% | 54 |
|
|
2022
Q2 | – | Sell |
-47
| Closed | -$2K | – | 87 |
|
|
2022
Q1 | $2K | Buy |
+47
| New | +$2K | 0.04% | 28 |
|
|
2016
Q2 | – | Sell |
-17,588
| Closed | -$314K | – | 248 |
|
|
2016
Q1 | $314K | Sell |
17,588
-5,408
| -24% | -$96.5K | 0.26% | 86 |
|
|
2015
Q4 | $343K | Buy |
+22,996
| New | +$343K | 0.26% | 84 |
|