Lucas Capital Management’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 | – | Sell |
-13,115
| Closed | -$237K | – | 102 |
|
|
2017
Q4 | $237K | Sell |
13,115
-500
| -4% | -$9.04K | 0.21% | 92 |
|
|
2017
Q3 | $261K | Sell |
13,615
-2,625
| -16% | -$50.3K | 0.23% | 83 |
|
|
2017
Q2 | $311K | Buy |
+16,240
| New | +$311K | 0.23% | 86 |
|
|
2017
Q1 | – | Sell |
-16,090
| Closed | -$333K | – | 117 |
|
|
2016
Q4 | $333K | Sell |
16,090
-219
| -1% | -$4.53K | 0.24% | 82 |
|
|
2016
Q3 | $377K | Hold |
16,309
| – | – | 0.29% | 69 |
|
|
2016
Q2 | $305K | Sell |
16,309
-4,538
| -22% | -$84.9K | 0.22% | 80 |
|
|
2016
Q1 | $372K | Sell |
20,847
-3,408
| -14% | -$60.8K | 0.27% | 76 |
|
|
2015
Q4 | $362K | Buy |
24,255
+4,321
| +22% | +$64.5K | 0.23% | 83 |
|
|
2015
Q3 | $552K | Buy |
19,934
+17
| +0.1% | +$471 | 0.32% | 71 |
|
|
2015
Q2 | $765K | Sell |
19,917
-1,339
| -6% | -$51.4K | 0.34% | 71 |
|
|
2015
Q1 | $894K | Sell |
21,256
-383
| -2% | -$16.1K | 0.36% | 72 |
|
|
2014
Q4 | $916K | Buy |
21,639
+4,115
| +23% | +$174K | 0.34% | 69 |
|
|
2014
Q3 | $672K | Sell |
17,524
-739
| -4% | -$28.3K | 0.21% | 79 |
|
|
2014
Q2 | $662K | Buy |
18,263
+1,013
| +6% | +$36.7K | 0.21% | 81 |
|
|
2014
Q1 | $560K | Buy |
+17,250
| New | +$560K | 0.18% | 82 |
|