Mercer Capital Advisers’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,003
| Closed | -$25K | – | 162 |
|
|
2020
Q3 | $25K | Sell |
2,003
-150
| -7% | -$1.87K | 0.02% | 158 |
|
|
2020
Q2 | $33K | Hold |
2,153
| – | – | 0.02% | 147 |
|
|
2020
Q1 | $30K | Hold |
2,153
| – | – | 0.02% | 144 |
|
|
2019
Q4 | $46K | Hold |
2,153
| – | – | 0.03% | 151 |
|
|
2019
Q3 | $44K | Hold |
2,153
| – | – | 0.03% | 153 |
|
|
2019
Q2 | $45K | Hold |
2,153
| – | – | 0.03% | 151 |
|
|
2019
Q1 | $43K | Hold |
2,153
| – | – | 0.03% | 155 |
|
|
2018
Q4 | $33K | Hold |
2,153
| – | – | 0.02% | 158 |
|
|
2018
Q3 | $38K | Hold |
2,153
| – | – | 0.03% | 155 |
|
|
2018
Q2 | $38K | Hold |
2,153
| – | – | 0.03% | 159 |
|
|
2018
Q1 | $32K | Hold |
2,153
| – | – | 0.02% | 166 |
|
|
2017
Q4 | $39K | Hold |
2,153
| – | – | 0.03% | 161 |
|
|
2017
Q3 | $41K | Hold |
2,153
| – | – | 0.03% | 168 |
|
|
2017
Q2 | $41K | Hold |
2,153
| – | – | 0.03% | 169 |
|
|
2017
Q1 | $47K | Hold |
2,153
| – | – | 0.04% | 167 |
|
|
2016
Q4 | $45K | Hold |
2,153
| – | – | 0.04% | 170 |
|
|
2016
Q3 | $50K | Hold |
2,153
| – | – | 0.04% | 168 |
|
|
2016
Q2 | $40K | Hold |
2,153
| – | – | 0.03% | 175 |
|
|
2016
Q1 | $38K | Hold |
2,153
| – | – | 0.03% | 174 |
|
|
2015
Q4 | $32K | Buy |
2,153
+150
| +7% | +$2.23K | 0.03% | 184 |
|
|
2015
Q3 | $55K | Hold |
2,003
| – | – | 0.05% | 149 |
|
|
2015
Q2 | $77K | Hold |
2,003
| – | – | 0.07% | 136 |
|
|
2015
Q1 | $84K | Hold |
2,003
| – | – | 0.08% | 132 |
|
|
2014
Q4 | $85K | Buy |
+2,003
| New | +$85K | 0.08% | 127 |
|