Summit Asset Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-9,328
| Closed | -$203K | – | 105 |
|
|
2017
Q1 | $203K | Buy |
+9,328
| New | +$203K | 0.12% | 98 |
|
|
2016
Q4 | – | Sell |
-9,653
| Closed | -$223K | – | 102 |
|
|
2016
Q3 | $223K | Sell |
9,653
-1,800
| -16% | -$41.6K | 0.14% | 88 |
|
|
2016
Q2 | $214K | Hold |
11,453
| – | – | 0.14% | 88 |
|
|
2016
Q1 | $205K | Buy |
11,453
+752
| +7% | +$13.5K | 0.13% | 88 |
|
|
2015
Q4 | $160K | Buy |
10,701
+1,381
| +15% | +$20.6K | 0.11% | 87 |
|
|
2015
Q3 | $258K | Buy |
9,320
+932
| +11% | +$25.8K | 0.18% | 78 |
|
|
2015
Q2 | $322K | Hold |
8,388
| – | – | 0.22% | 70 |
|
|
2015
Q1 | $353K | Buy |
8,388
+385
| +5% | +$16.2K | 0.25% | 61 |
|
|
2014
Q4 | $339K | Buy |
8,003
+2,160
| +37% | +$91.5K | 0.25% | 67 |
|
|
2014
Q3 | $224K | Buy |
+5,843
| New | +$224K | 0.17% | 77 |
|