Squar Milner Financial Services’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 |
-4,065
| Closed | -$56K | – | 487 |
|
|
2020
Q1 | $56K | Sell |
4,065
-3,876
| -49% | -$53.4K | 0.03% | 349 |
|
|
2019
Q4 | $168K | Buy |
+7,941
| New | +$168K | 0.08% | 229 |
|
|
2019
Q3 | – | Sell |
-11,346
| Closed | -$237K | – | 481 |
|
|
2019
Q2 | $237K | Sell |
11,346
-1,045
| -8% | -$21.8K | 0.16% | 140 |
|
|
2019
Q1 | $247K | Sell |
12,391
-395
| -3% | -$7.87K | 0.18% | 137 |
|
|
2018
Q4 | $197K | Sell |
12,786
-15
| -0.1% | -$231 | 0.19% | 137 |
|
|
2018
Q3 | $227K | Buy |
12,801
+355
| +3% | +$6.3K | 0.2% | 132 |
|
|
2018
Q2 | $220K | Buy |
12,446
+510
| +4% | +$9.02K | 0.19% | 139 |
|
|
2018
Q1 | $180K | Buy |
11,936
+910
| +8% | +$13.7K | 0.23% | 156 |
|
|
2017
Q4 | $206K | Buy |
+11,026
| New | +$206K | 0.25% | 150 |
|