Taylor Hoffman Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,300
| Closed | -$28K | – | 250 |
|
|
2019
Q4 | $28K | Hold |
1,300
| – | – | 0.02% | 255 |
|
|
2019
Q3 | $27K | Hold |
1,300
| – | – | 0.02% | 249 |
|
|
2019
Q2 | $27K | Sell |
1,300
-5,000
| -79% | -$104K | 0.02% | 234 |
|
|
2019
Q1 | $126K | Sell |
6,300
-2,699
| -30% | -$54K | 0.09% | 133 |
|
|
2018
Q4 | $138K | Hold |
8,999
| – | – | 0.12% | 115 |
|
|
2018
Q3 | $160K | Hold |
8,999
| – | – | 0.13% | 110 |
|
|
2018
Q2 | $159K | Hold |
8,999
| – | – | 0.14% | 109 |
|
|
2018
Q1 | $136K | Sell |
8,999
-1,428
| -14% | -$21.6K | 0.12% | 118 |
|
|
2017
Q4 | $188K | Buy |
+10,427
| New | +$188K | 0.18% | 100 |
|