Stanford Investment Group’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,299
| Closed | -$27K | – | 163 |
|
|
2016
Q4 | $27K | Sell |
1,299
-1,096
| -46% | -$22.8K | 0.01% | 211 |
|
|
2016
Q3 | $55K | Hold |
2,395
| – | – | 0.03% | 143 |
|
|
2016
Q2 | $45K | Hold |
2,395
| – | – | 0.02% | 150 |
|
|
2016
Q1 | $43K | Hold |
2,395
| – | – | 0.02% | 147 |
|
|
2015
Q4 | $36K | Hold |
2,395
| – | – | 0.02% | 156 |
|
|
2015
Q3 | $66K | Sell |
2,395
-700
| -23% | -$19.3K | 0.05% | 103 |
|
|
2015
Q2 | $119K | Hold |
3,095
| – | – | 0.09% | 76 |
|
|
2015
Q1 | $130K | Hold |
3,095
| – | – | 0.1% | 78 |
|
|
2014
Q4 | $131K | Buy |
+3,095
| New | +$131K | 0.11% | 78 |
|