Merriman Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-28,220
| Closed | -$458K | – | 215 |
|
|
2018
Q4 | $458K | Buy |
28,220
+7,924
| +39% | +$129K | 0.1% | 96 |
|
|
2018
Q3 | $360K | Sell |
20,296
-4,842
| -19% | -$85.9K | 0.08% | 127 |
|
|
2018
Q2 | $444K | Sell |
25,138
-6,982
| -22% | -$123K | 0.1% | 116 |
|
|
2018
Q1 | $484K | Sell |
32,120
-23,781
| -43% | -$358K | 0.13% | 123 |
|
|
2017
Q4 | $1.01M | Buy |
55,901
+7,540
| +16% | +$136K | 0.25% | 81 |
|
|
2017
Q3 | $928K | Sell |
48,361
-11,120
| -19% | -$213K | 0.22% | 84 |
|
|
2017
Q2 | $1.14M | Buy |
59,481
+239
| +0.4% | +$4.58K | 0.32% | 58 |
|
|
2017
Q1 | $1.29M | Sell |
59,242
-550
| -0.9% | -$12K | 0.31% | 69 |
|
|
2016
Q4 | $1.24M | Sell |
59,792
-1,571
| -3% | -$32.5K | 0.34% | 64 |
|
|
2016
Q3 | $1.42M | Sell |
61,363
-4,955
| -7% | -$115K | 0.29% | 74 |
|
|
2016
Q2 | $1.24M | Buy |
+66,318
| New | +$1.24M | 0.35% | 66 |
|