Sun Life Financial’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
-1,540
Closed -$29K 78
2022
Q1
$29K Hold
1,540
﹤0.01% 87
2021
Q4
$24K Buy
+1,540
New +$24K ﹤0.01% 88
2021
Q2
Sell
-25,224
Closed -$420K 303
2021
Q1
$420K Buy
25,224
+4,383
+21% +$73K 0.04% 73
2020
Q4
$285K Sell
20,841
-33,900
-62% -$464K 0.04% 91
2020
Q3
$675K Buy
54,741
+17,958
+49% +$221K 0.11% 58
2020
Q2
$558K Buy
36,783
+681
+2% +$10.3K 0.11% 68
2020
Q1
$503K Buy
36,102
+4,219
+13% +$58.8K 0.13% 55
2019
Q4
$675K Sell
31,883
-17,758
-36% -$376K 0.18% 62
2019
Q3
$1.02M Buy
49,641
+15,071
+44% +$311K 0.26% 57
2019
Q2
$722K Sell
34,570
-38,528
-53% -$805K 0.18% 52
2019
Q1
$1.46M Buy
73,098
+10,353
+17% +$207K 0.32% 44
2018
Q4
$965K Buy
62,745
+269
+0.4% +$4.14K 0.2% 73
2018
Q3
$1.11M Buy
62,476
+57,327
+1,113% +$1.02M 0.2% 82
2018
Q2
$91K Buy
5,149
+5,018
+3,831% +$88.7K 0.01% 338
2018
Q1
$8.68K Sell
131
-4,072
-97% -$270K 0.08% 109
2017
Q4
$76K Sell
4,203
-9,968
-70% -$180K 0.01% 218
2017
Q3
$272K Buy
14,171
+242
+2% +$4.65K 0.03% 190
2017
Q2
$267K Buy
13,929
+13,906
+60,461% +$267K 0.03% 184
2017
Q1
$1.04K Buy
23
+2
+10% +$90 ﹤0.01% 127
2016
Q4
$1.02K Buy
+21
New +$1.02K 0.01% 81