Ropes Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,345
| Closed | -$100K | – | 530 |
|
|
2020
Q4 | $100K | Sell |
7,345
-20,017
| -73% | -$273K | 0.02% | 313 |
|
|
2020
Q3 | $337K | Buy |
27,362
+5,875
| +27% | +$72.4K | 0.07% | 166 |
|
|
2020
Q2 | $326K | Sell |
21,487
-913
| -4% | -$13.9K | 0.07% | 161 |
|
|
2020
Q1 | $312K | Buy |
22,400
+428
| +2% | +$5.96K | 0.08% | 147 |
|
|
2019
Q4 | $465K | Buy |
21,972
+4,942
| +29% | +$105K | 0.1% | 148 |
|
|
2019
Q3 | $351K | Buy |
17,030
+598
| +4% | +$12.3K | 0.07% | 167 |
|
|
2019
Q2 | $343K | Buy |
16,432
+675
| +4% | +$14.1K | 0.07% | 176 |
|
|
2019
Q1 | $315K | Sell |
15,757
-1,733
| -10% | -$34.6K | 0.08% | 179 |
|
|
2018
Q4 | $269K | Buy |
17,490
+717
| +4% | +$11K | 0.08% | 185 |
|
|
2018
Q3 | $297K | Sell |
16,773
-1,571
| -9% | -$27.8K | 0.07% | 190 |
|
|
2018
Q2 | $324K | Sell |
18,344
-1,298
| -7% | -$22.9K | 0.09% | 185 |
|
|
2018
Q1 | $296K | Buy |
19,642
+3,550
| +22% | +$53.5K | 0.08% | 187 |
|
|
2017
Q4 | $291K | Sell |
16,092
-11,290
| -41% | -$204K | 0.08% | 185 |
|
|
2017
Q3 | $525K | Sell |
27,382
-1,314
| -5% | -$25.2K | 0.14% | 131 |
|
|
2017
Q2 | $550K | Buy |
28,696
+1,828
| +7% | +$35K | 0.16% | 121 |
|
|
2017
Q1 | $584K | Buy |
26,868
+15,248
| +131% | +$331K | 0.17% | 119 |
|
|
2016
Q4 | $241K | Buy |
11,620
+6,233
| +116% | +$129K | 0.08% | 182 |
|
|
2016
Q3 | $125K | Hold |
5,387
| – | – | 0.04% | 227 |
|
|
2016
Q2 | $101K | Buy |
5,387
+683
| +15% | +$12.8K | 0.04% | 233 |
|
|
2016
Q1 | $84K | Buy |
4,704
+272
| +6% | +$4.86K | 0.04% | 194 |
|
|
2015
Q4 | $66K | Hold |
4,432
| – | – | 0.03% | 226 |
|
|
2015
Q3 | $123K | Sell |
4,432
-204
| -4% | -$5.66K | 0.06% | 174 |
|
|
2015
Q2 | $178K | Sell |
4,636
-6,096
| -57% | -$234K | 0.1% | 127 |
|
|
2015
Q1 | $451K | Buy |
+10,732
| New | +$451K | 0.23% | 75 |
|