PFA
Paradigm Financial Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-40,541
| Closed | -$718K | – | 116 |
|
|
2018
Q3 | $718K | Sell |
40,541
-11,832
| -23% | -$210K | 0.28% | 55 |
|
|
2018
Q2 | $925K | Sell |
52,373
-20,435
| -28% | -$361K | 0.39% | 49 |
|
|
2018
Q1 | $1.1M | Sell |
72,808
-1,469
| -2% | -$22.1K | 0.48% | 46 |
|
|
2017
Q4 | $1.34M | Sell |
74,277
-2,998
| -4% | -$54.2K | 0.61% | 42 |
|
|
2017
Q3 | $1.48M | Sell |
77,275
-86
| -0.1% | -$1.65K | 0.72% | 38 |
|
|
2017
Q2 | $1.48M | Buy |
77,361
+2,082
| +3% | +$39.9K | 0.75% | 38 |
|
|
2017
Q1 | $1.64M | Buy |
75,279
+2,300
| +3% | +$50K | 0.84% | 35 |
|
|
2016
Q4 | $1.51M | Sell |
72,979
-6,178
| -8% | -$128K | 0.83% | 36 |
|
|
2016
Q3 | $1.83M | Sell |
79,157
-2,541
| -3% | -$58.7K | 1.1% | 32 |
|
|
2016
Q2 | $1.53M | Buy |
81,698
+901
| +1% | +$16.9K | 0.93% | 33 |
|
|
2016
Q1 | $1.44M | Buy |
80,797
+14,875
| +23% | +$266K | 0.56% | 34 |
|
|
2015
Q4 | $983K | Sell |
65,922
-3,941
| -6% | -$58.8K | 0.62% | 37 |
|
|
2015
Q3 | $1.93M | Buy |
69,863
+5,778
| +9% | +$160K | 1.27% | 27 |
|
|
2015
Q2 | $2.46M | Buy |
64,085
+3,089
| +5% | +$119K | 1.85% | 22 |
|
|
2015
Q1 | $2.57M | Buy |
60,996
+290
| +0.5% | +$12.2K | 1.98% | 23 |
|
|
2014
Q4 | $2.57M | Buy |
+60,706
| New | +$2.57M | 2.09% | 23 |
|