Menlo Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-29,380
| Closed | -$401K | – | 41 |
|
|
2020
Q4 | $401K | Sell |
29,380
-61,540
| -68% | -$840K | 0.27% | 35 |
|
|
2020
Q3 | $1.12M | Sell |
90,920
-91,670
| -50% | -$1.13M | 0.88% | 27 |
|
|
2020
Q2 | $2.77M | Buy |
182,590
+1,595
| +0.9% | +$24.2K | 2.16% | 22 |
|
|
2020
Q1 | $2.52M | Sell |
180,995
-7,810
| -4% | -$109K | 2.38% | 21 |
|
|
2019
Q4 | $4M | Buy |
188,805
+4,430
| +2% | +$93.8K | 2.61% | 19 |
|
|
2019
Q3 | $3.8M | Buy |
184,375
+5,350
| +3% | +$110K | 2.66% | 20 |
|
|
2019
Q2 | $3.74M | Hold |
179,025
| – | – | 2.58% | 20 |
|
|
2019
Q1 | $3.58M | Buy |
+179,025
| New | +$3.58M | 2.55% | 20 |
|