Mosaic Family Wealth’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$205K Buy
2019
Q2
Sell
2019
Q1
$221K Sell
2018
Q4
$180K Sell
2018
Q3
$217K Sell
2018
Q2
$231K Sell
2018
Q1
$200K Sell
2017
Q4
$294K Sell
2017
Q3
$474K Sell
2017
Q2
$496K Sell
2017
Q1
$663K Sell
2016
Q4
$652K Sell
2016
Q3
$749K Sell
2016
Q2
$623K Sell
2016
Q1
$618K Sell
2015
Q4
$663K Buy