Pekin Hardy Strauss’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-17,828
| Closed | -$248K | – | 210 |
|
|
2020
Q1 | $248K | Sell |
17,828
-2,542
| -12% | -$35.4K | 0.06% | 162 |
|
|
2019
Q4 | $431K | Buy |
+20,370
| New | +$431K | 0.07% | 155 |
|
|
2015
Q3 | – | Sell |
-7,189
| Closed | -$276K | – | 165 |
|
|
2015
Q2 | $276K | Buy |
+7,189
| New | +$276K | 0.05% | 128 |
|
|
2015
Q1 | – | Sell |
-49,301
| Closed | -$2.09M | – | 201 |
|
|
2014
Q4 | $2.09M | Buy |
+49,301
| New | +$2.09M | 0.31% | 68 |
|
|
2014
Q3 | – | Sell |
-6,000
| Closed | -$218K | – | 144 |
|
|
2014
Q2 | $218K | Buy |
+6,000
| New | +$218K | 0.03% | 125 |
|
|
2014
Q1 | – | Sell |
-34,430
| Closed | -$1.24M | – | 131 |
|
|
2013
Q4 | $1.24M | Buy |
34,430
+5,750
| +20% | +$207K | 0.19% | 56 |
|
|
2013
Q3 | $1.02M | Buy |
28,680
+920
| +3% | +$32.7K | 0.16% | 55 |
|
|
2013
Q2 | $1.06M | Buy |
+27,760
| New | +$1.06M | 0.18% | 56 |
|