SFM
Systematic Financial Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-68,126
| Closed | -$1.42M | – | 598 |
|
|
2019
Q2 | $1.42M | Sell |
68,126
-227,175
| -77% | -$4.74M | 0.06% | 222 |
|
|
2019
Q1 | $5.91M | Sell |
295,301
-307,937
| -51% | -$6.16M | 0.2% | 148 |
|
|
2018
Q4 | $9.28M | Sell |
603,238
-8,397
| -1% | -$129K | 0.29% | 148 |
|
|
2018
Q3 | $10.8M | Buy |
611,635
+268,708
| +78% | +$4.76M | 0.26% | 151 |
|
|
2018
Q2 | $6.06M | Buy |
+342,927
| New | +$6.06M | 0.15% | 203 |
|
|
2017
Q4 | – | Sell |
-88,510
| Closed | -$1.7M | – | 654 |
|
|
2017
Q3 | $1.7M | Sell |
88,510
-5,509
| -6% | -$106K | 0.03% | 307 |
|
|
2017
Q2 | $1.8M | Sell |
94,019
-5,710
| -6% | -$109K | 0.03% | 375 |
|
|
2017
Q1 | $2.17M | Buy |
+99,729
| New | +$2.17M | 0.04% | 323 |
|