Kavar Capital Partners Group’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,138
| Closed | -$178K | – | 157 |
|
|
2023
Q1 | $178K | Buy |
+10,138
| New | +$178K | 0.04% | 153 |
|
|
2019
Q3 | – | Sell |
-7,990
| Closed | -$167K | – | 311 |
|
|
2019
Q2 | $167K | Buy |
+7,990
| New | +$167K | 0.07% | 133 |
|
|
2018
Q3 | – | Sell |
-2,919
| Closed | -$52K | – | 262 |
|
|
2018
Q2 | $52K | Hold |
2,919
| – | – | 0.03% | 184 |
|
|
2018
Q1 | $44K | Buy |
+2,919
| New | +$44K | 0.02% | 198 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$2K | – | 248 |
|
|
2015
Q4 | $2K | Sell |
200
-8,012
| -98% | -$80.1K | ﹤0.01% | 355 |
|
|
2015
Q3 | $227K | Hold |
8,212
| – | – | 0.16% | 96 |
|
|
2015
Q2 | $315K | Hold |
8,212
| – | – | 0.21% | 101 |
|
|
2015
Q1 | $345K | Buy |
8,212
+500
| +6% | +$21K | 0.29% | 86 |
|
|
2014
Q4 | $326K | Buy |
7,712
+1,012
| +15% | +$42.8K | 0.26% | 103 |
|
|
2014
Q3 | $257K | Sell |
6,700
-7,120
| -52% | -$273K | 0.22% | 113 |
|
|
2014
Q2 | $801K | Hold |
13,820
| – | – | 0.68% | 65 |
|
|
2014
Q1 | $719K | Sell |
13,820
-200
| -1% | -$10.4K | 0.59% | 69 |
|
|
2013
Q4 | $804K | Buy |
+14,020
| New | +$804K | 0.72% | 59 |
|