Patriot Financial Group Insurance Agency’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,684
| Closed | -$28K | – | 1241 |
|
|
2022
Q2 | $28K | Buy |
1,684
+412
| +32% | +$6.85K | 0.01% | 912 |
|
|
2022
Q1 | $24K | Buy |
1,272
+188
| +17% | +$3.55K | ﹤0.01% | 1014 |
|
|
2021
Q4 | $17K | Sell |
1,084
-31
| -3% | -$486 | ﹤0.01% | 1288 |
|
|
2021
Q3 | $19K | Buy |
1,115
+608
| +120% | +$10.4K | ﹤0.01% | 1237 |
|
|
2021
Q2 | $9K | Buy |
507
+106
| +26% | +$1.88K | ﹤0.01% | 1479 |
|
|
2021
Q1 | $7K | Sell |
401
-1,046
| -72% | -$18.3K | ﹤0.01% | 1470 |
|
|
2020
Q4 | $20K | Hold |
1,447
| – | – | 0.01% | 969 |
|
|
2020
Q3 | $18K | Sell |
1,447
-500
| -26% | -$6.22K | 0.01% | 832 |
|
|
2020
Q2 | $30K | Buy |
1,947
+233
| +14% | +$3.59K | 0.01% | 637 |
|
|
2020
Q1 | $24K | Buy |
1,714
+795
| +87% | +$11.1K | 0.01% | 610 |
|
|
2019
Q4 | $19K | Hold |
919
| – | – | 0.01% | 701 |
|
|
2019
Q3 | $19K | Hold |
919
| – | – | 0.01% | 665 |
|
|
2019
Q2 | $19K | Sell |
919
-42
| -4% | -$868 | 0.01% | 659 |
|
|
2019
Q1 | $19K | Buy |
961
+252
| +36% | +$4.98K | 0.01% | 563 |
|
|
2018
Q4 | $11K | Sell |
709
-358
| -34% | -$5.55K | 0.01% | 597 |
|
|
2018
Q3 | $19K | Buy |
1,067
+1,006
| +1,649% | +$17.9K | 0.01% | 493 |
|
|
2018
Q2 | $1K | Sell |
61
-1,261
| -95% | -$20.7K | ﹤0.01% | 555 |
|
|
2018
Q1 | $20K | Sell |
1,322
-1,335
| -50% | -$20.2K | 0.01% | 471 |
|
|
2017
Q4 | $49K | Sell |
2,657
-189
| -7% | -$3.49K | 0.04% | 304 |
|
|
2017
Q3 | $54K | Buy |
2,846
+1,063
| +60% | +$20.2K | 0.05% | 248 |
|
|
2017
Q2 | $34K | Buy |
1,783
+283
| +19% | +$5.4K | 0.04% | 309 |
|
|
2017
Q1 | $32K | Sell |
1,500
-177
| -11% | -$3.78K | 0.03% | 288 |
|
|
2016
Q4 | $38K | Buy |
+1,677
| New | +$38K | 0.05% | 260 |
|