Stelac Advisory Services’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-6,917
| Closed | -$131K | – | 181 |
|
2022
Q1 | $131K | Sell |
6,917
-3,218
| -32% | -$60.9K | 0.05% | 151 |
|
2021
Q4 | $161K | Sell |
10,135
-15,641
| -61% | -$248K | 0.04% | 152 |
|
2021
Q3 | $431K | Sell |
25,776
-15,608
| -38% | -$261K | 0.12% | 133 |
|
2021
Q2 | $754K | Hold |
41,384
| – | – | 0.17% | 98 |
|
2021
Q1 | $689K | Sell |
41,384
-8,716
| -17% | -$145K | 0.25% | 79 |
|
2020
Q4 | $685K | Sell |
50,100
-1,683
| -3% | -$23K | 0.18% | 91 |
|
2020
Q3 | $638K | Hold |
51,783
| – | – | 0.22% | 75 |
|
2020
Q2 | $786K | Buy |
51,783
+942
| +2% | +$14.3K | 0.3% | 47 |
|
2020
Q1 | $708K | Buy |
50,841
+14,008
| +38% | +$195K | 0.34% | 43 |
|
2019
Q4 | $780K | Buy |
36,833
+2,527
| +7% | +$53.5K | 0.56% | 30 |
|
2019
Q3 | $707K | Buy |
34,306
+957
| +3% | +$19.7K | 0.5% | 29 |
|
2019
Q2 | $696K | Buy |
33,349
+9,213
| +38% | +$192K | 0.53% | 27 |
|
2019
Q1 | $371K | Hold |
24,136
| – | – | 0.18% | 36 |
|
2018
Q4 | $371K | Buy |
24,136
+2,500
| +12% | +$38.4K | 0.18% | 35 |
|
2018
Q3 | $384K | Sell |
21,636
-13,670
| -39% | -$243K | 0.11% | 51 |
|
2018
Q2 | $624K | Buy |
35,306
+2,162
| +7% | +$38.2K | 0.17% | 39 |
|
2018
Q1 | $499K | Buy |
33,144
+4,586
| +16% | +$69K | 0.15% | 38 |
|
2017
Q4 | $516K | Buy |
28,558
+553
| +2% | +$9.99K | 0.22% | 29 |
|
2017
Q3 | $537K | Buy |
28,005
+11,926
| +74% | +$229K | 0.16% | 43 |
|
2017
Q2 | $308K | Hold |
16,079
| – | – | 0.1% | 46 |
|
2017
Q1 | $350K | Buy |
16,079
+1,844
| +13% | +$40.1K | 0.11% | 43 |
|
2016
Q4 | $295K | Buy |
+14,235
| New | +$295K | 0.1% | 49 |
|
2016
Q3 | – | Sell |
-8,339
| Closed | -$156K | – | 61 |
|
2016
Q2 | $156K | Buy |
8,339
+2,602
| +45% | +$48.7K | 0.05% | 56 |
|
2016
Q1 | $110K | Buy |
+5,737
| New | +$110K | 0.04% | 49 |
|