Nelson Capital Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-224
| Closed | -$5K | – | 258 |
|
|
2016
Q4 | $5K | Hold |
224
| – | – | ﹤0.01% | 232 |
|
|
2016
Q3 | $5K | Hold |
224
| – | – | ﹤0.01% | 231 |
|
|
2016
Q2 | $5K | Buy |
+224
| New | +$5K | ﹤0.01% | 235 |
|
|
2015
Q4 | – | Sell |
-1,095
| Closed | -$30K | – | 263 |
|
|
2015
Q3 | $30K | Sell |
1,095
-126
| -10% | -$3.45K | 0.01% | 132 |
|
|
2015
Q2 | $47K | Hold |
1,221
| – | – | 0.02% | 121 |
|
|
2015
Q1 | $51K | Hold |
1,221
| – | – | 0.02% | 118 |
|
|
2014
Q4 | $52K | Buy |
+1,221
| New | +$52K | 0.02% | 124 |
|