Norris Perne & French’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-10,235
| Closed | -$185K | – | 138 |
|
2022
Q4 | $185K | Sell |
10,235
-131
| -1% | -$2.37K | 0.02% | 134 |
|
2022
Q3 | $172K | Hold |
10,366
| – | – | 0.02% | 127 |
|
2022
Q2 | $174K | Buy |
+10,366
| New | +$174K | 0.02% | 131 |
|
2015
Q3 | – | Sell |
-5,746
| Closed | -$221K | – | 152 |
|
2015
Q2 | $221K | Sell |
5,746
-3,476
| -38% | -$134K | 0.04% | 149 |
|
2015
Q1 | $388K | Buy |
9,222
+2,011
| +28% | +$84.6K | 0.07% | 107 |
|
2014
Q4 | $305K | Buy |
+7,211
| New | +$305K | 0.06% | 130 |
|