Mitchell Sinkler & Starr’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-10,600
| Closed | -$221K | – | 92 |
|
2019
Q2 | $221K | Hold |
10,600
| – | – | 0.25% | 88 |
|
2019
Q1 | $212K | Sell |
10,600
-1,500
| -12% | -$30K | 0.24% | 86 |
|
2018
Q4 | $186K | Hold |
12,100
| – | – | 0.23% | 86 |
|
2018
Q3 | $215K | Buy |
12,100
+1,600
| +15% | +$28.4K | 0.22% | 90 |
|
2018
Q2 | $186K | Hold |
10,500
| – | – | 0.21% | 91 |
|
2018
Q1 | $158K | Buy |
+10,500
| New | +$158K | 0.18% | 86 |
|
2015
Q4 | – | Sell |
-18,005
| Closed | -$498K | – | 91 |
|
2015
Q3 | $498K | Buy |
18,005
+1,700
| +10% | +$47K | 0.64% | 51 |
|
2015
Q2 | $626K | Buy |
16,305
+61
| +0.4% | +$2.34K | 0.74% | 48 |
|
2015
Q1 | $683K | Hold |
16,244
| – | – | 0.77% | 44 |
|
2014
Q4 | $687K | Buy |
16,244
+3,444
| +27% | +$146K | 0.77% | 44 |
|
2014
Q3 | $491K | Buy |
+12,800
| New | +$491K | 0.55% | 57 |
|