Security National Trust’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $151K | Hold |
8,252
| – | – | 0.04% | 184 |
|
|
2021
Q2 | $151K | Buy |
8,252
+1,765
| +27% | +$32.3K | 0.03% | 192 |
|
|
2021
Q1 | $108K | Sell |
6,487
-4,114
| -39% | -$68.5K | 0.03% | 220 |
|
|
2020
Q4 | $145K | Sell |
10,601
-2,804
| -21% | -$38.4K | 0.04% | 188 |
|
|
2020
Q3 | $165K | Sell |
13,405
-6,370
| -32% | -$78.4K | 0.05% | 167 |
|
|
2020
Q2 | $300K | Buy |
19,775
+3,739
| +23% | +$56.7K | 0.09% | 127 |
|
|
2020
Q1 | $223K | Buy |
16,036
+636
| +4% | +$8.84K | 0.08% | 131 |
|
|
2019
Q4 | $326K | Buy |
15,400
+414
| +3% | +$8.76K | 0.09% | 124 |
|
|
2019
Q3 | $309K | Sell |
14,986
-1
| -0% | -$21 | 0.1% | 125 |
|
|
2019
Q2 | $313K | Hold |
14,987
| – | – | 0.1% | 128 |
|
|
2019
Q1 | $300K | Buy |
14,987
+2,763
| +23% | +$55.3K | 0.1% | 125 |
|
|
2018
Q4 | $188K | Buy |
12,224
+1,459
| +14% | +$22.4K | 0.07% | 149 |
|
|
2018
Q3 | $191K | Buy |
10,765
+4,630
| +75% | +$82.1K | 0.06% | 162 |
|
|
2018
Q2 | $108K | Sell |
6,135
-1,959
| -24% | -$34.5K | 0.04% | 209 |
|
|
2018
Q1 | $122K | Buy |
8,094
+1,690
| +26% | +$25.5K | 0.04% | 199 |
|
|
2017
Q4 | $116K | Sell |
6,404
-1,725
| -21% | -$31.2K | 0.04% | 207 |
|
|
2017
Q3 | $156K | Hold |
8,129
| – | – | 0.05% | 191 |
|
|
2017
Q2 | $155K | Buy |
8,129
+630
| +8% | +$12K | 0.05% | 192 |
|
|
2017
Q1 | $163K | Sell |
7,499
-525
| -7% | -$11.4K | 0.05% | 180 |
|
|
2016
Q4 | $167K | Buy |
8,024
+6,145
| +327% | +$128K | 0.06% | 180 |
|
|
2016
Q3 | $43K | Buy |
1,879
+1,435
| +323% | +$32.8K | 0.02% | 292 |
|
|
2016
Q2 | $8K | Hold |
444
| – | – | ﹤0.01% | 382 |
|
|
2016
Q1 | $8K | Hold |
444
| – | – | ﹤0.01% | 386 |
|
|
2015
Q4 | $6K | Sell |
444
-17,997
| -98% | -$243K | ﹤0.01% | 403 |
|
|
2015
Q3 | $510K | Sell |
18,441
-2,899
| -14% | -$80.2K | 0.2% | 99 |
|
|
2015
Q2 | $819K | Sell |
21,340
-25
| -0.1% | -$959 | 0.29% | 79 |
|
|
2015
Q1 | $899K | Buy |
21,365
+1,520
| +8% | +$64K | 0.32% | 75 |
|
|
2014
Q4 | $840K | Buy |
19,845
+7,375
| +59% | +$312K | 0.31% | 77 |
|
|
2014
Q3 | $478K | Buy |
12,470
+385
| +3% | +$14.8K | 0.19% | 104 |
|
|
2014
Q2 | $438K | Buy |
12,085
+610
| +5% | +$22.1K | 0.17% | 118 |
|
|
2014
Q1 | $373K | Buy |
11,475
+3,710
| +48% | +$121K | 0.15% | 121 |
|
|
2013
Q4 | $280K | Buy |
7,765
+795
| +11% | +$28.7K | 0.12% | 146 |
|
|
2013
Q3 | $248K | Buy |
6,970
+4,400
| +171% | +$157K | 0.11% | 144 |
|
|
2013
Q2 | $98K | Buy |
+2,570
| New | +$98K | 0.05% | 204 |
|