Transamerica Financial Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1
| Closed | -$1K | – | 644 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 529 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 500 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 482 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 550 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 518 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 531 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 355 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 430 |
|
|
2016
Q2 | – | Sell |
-19,660
| Closed | -$352K | – | 560 |
|
|
2016
Q1 | $352K | Buy |
19,660
+16,825
| +593% | +$301K | 0.03% | 255 |
|
|
2015
Q4 | $43K | Sell |
2,835
-2,000
| -41% | -$30.3K | ﹤0.01% | 423 |
|
|
2015
Q3 | $134K | Buy |
4,835
+296
| +7% | +$8.2K | 0.01% | 308 |
|
|
2015
Q2 | $175K | Hold |
4,539
| – | – | 0.01% | 344 |
|
|
2015
Q1 | $191K | Buy |
4,539
+387
| +9% | +$16.3K | 0.01% | 327 |
|
|
2014
Q4 | $176K | Buy |
4,152
+2,521
| +155% | +$107K | 0.01% | 278 |
|
|
2014
Q3 | $63K | Sell |
1,631
-2,607
| -62% | -$101K | 0.01% | 327 |
|
|
2014
Q2 | $154K | Sell |
4,238
-785
| -16% | -$28.5K | 0.01% | 289 |
|
|
2014
Q1 | $164K | Buy |
5,023
+1,973
| +65% | +$64.4K | 0.02% | 271 |
|
|
2013
Q4 | $110K | Buy |
3,050
+1,921
| +170% | +$69.3K | 0.01% | 268 |
|
|
2013
Q3 | $41K | Hold |
1,129
| – | – | 0.01% | 339 |
|
|
2013
Q2 | $44K | Buy |
+1,129
| New | +$44K | 0.01% | 292 |
|