Mosaic Family Wealth’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,702
| Closed | -$205K | – | 146 |
|
|
2019
Q4 | $205K | Buy |
+9,702
| New | +$205K | 0.08% | 147 |
|
|
2019
Q2 | – | Sell |
-11,024
| Closed | -$221K | – | 403 |
|
|
2019
Q1 | $221K | Sell |
11,024
-706
| -6% | -$14.2K | 0.09% | 148 |
|
|
2018
Q4 | $180K | Sell |
11,730
-900
| -7% | -$13.8K | 0.07% | 158 |
|
|
2018
Q3 | $217K | Sell |
12,630
-428
| -3% | -$7.35K | 0.09% | 147 |
|
|
2018
Q2 | $231K | Sell |
13,058
-223
| -2% | -$3.95K | 0.09% | 154 |
|
|
2018
Q1 | $200K | Sell |
13,281
-3,002
| -18% | -$45.2K | 0.07% | 156 |
|
|
2017
Q4 | $294K | Sell |
16,283
-8,440
| -34% | -$152K | 0.11% | 133 |
|
|
2017
Q3 | $474K | Sell |
24,723
-1,141
| -4% | -$21.9K | 0.18% | 104 |
|
|
2017
Q2 | $496K | Sell |
25,864
-4,655
| -15% | -$89.3K | 0.21% | 90 |
|
|
2017
Q1 | $663K | Sell |
30,519
-962
| -3% | -$20.9K | 0.29% | 65 |
|
|
2016
Q4 | $652K | Sell |
31,481
-900
| -3% | -$18.6K | 0.3% | 60 |
|
|
2016
Q3 | $749K | Sell |
32,381
-846
| -3% | -$19.6K | 0.35% | 56 |
|
|
2016
Q2 | $623K | Sell |
33,227
-1,386
| -4% | -$26K | 0.3% | 62 |
|
|
2016
Q1 | $618K | Sell |
34,613
-9,887
| -22% | -$177K | 0.3% | 66 |
|
|
2015
Q4 | $663K | Buy |
+44,500
| New | +$663K | 0.3% | 67 |
|