USCA RIA’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $8.85M | Buy |
485,506
+6,802
| +1% | +$124K | 0.54% | 45 |
|
|
2021
Q1 | $7.97M | Buy |
478,704
+101,682
| +27% | +$1.69M | 0.52% | 50 |
|
|
2020
Q4 | $5.15M | Sell |
377,022
-172,043
| -31% | -$2.35M | 0.36% | 63 |
|
|
2020
Q3 | $6.77M | Buy |
549,065
+8,450
| +2% | +$104K | 0.53% | 41 |
|
|
2020
Q2 | $8.2M | Buy |
540,615
+17,602
| +3% | +$267K | 0.73% | 26 |
|
|
2020
Q1 | $7.28M | Sell |
523,013
-131,892
| -20% | -$1.84M | 0.84% | 23 |
|
|
2019
Q4 | $13.9M | Buy |
654,905
+161,677
| +33% | +$3.42M | 1.24% | 6 |
|
|
2019
Q3 | $10.2M | Buy |
493,228
+35,873
| +8% | +$739K | 1% | 14 |
|
|
2019
Q2 | $9.55M | Sell |
457,355
-19,745
| -4% | -$412K | 0.97% | 18 |
|
|
2019
Q1 | $9.55M | Buy |
477,100
+75,704
| +19% | +$1.51M | 1.04% | 13 |
|
|
2018
Q4 | $6.17M | Sell |
401,396
-28,504
| -7% | -$438K | 0.82% | 28 |
|
|
2018
Q3 | $7.62M | Buy |
429,900
+288,664
| +204% | +$5.12M | 0.78% | 32 |
|
|
2018
Q2 | $2.5M | Buy |
141,236
+103,672
| +276% | +$1.83M | 0.27% | 122 |
|
|
2018
Q1 | $566K | Sell |
37,564
-4,637
| -11% | -$69.9K | 0.06% | 278 |
|
|
2017
Q4 | $763K | Sell |
42,201
-39,619
| -48% | -$716K | 0.08% | 239 |
|
|
2017
Q3 | $1.57M | Hold |
81,820
| – | – | 0.2% | 141 |
|
|
2017
Q2 | $1.57M | Buy |
81,820
+499
| +0.6% | +$9.56K | 0.2% | 142 |
|
|
2017
Q1 | $1.77M | Sell |
81,321
-4,811
| -6% | -$105K | 0.26% | 129 |
|
|
2016
Q4 | $1.78M | Sell |
86,132
-3,459
| -4% | -$71.6K | 0.27% | 113 |
|
|
2016
Q3 | $2.07M | Sell |
89,591
-46
| -0.1% | -$1.06K | 0.34% | 86 |
|
|
2016
Q2 | $1.68M | Buy |
89,637
+3,438
| +4% | +$64.4K | 0.28% | 101 |
|
|
2016
Q1 | $1.54M | Buy |
86,199
+2,759
| +3% | +$49.3K | 0.28% | 101 |
|
|
2015
Q4 | $1.25M | Sell |
83,440
-27,614
| -25% | -$412K | 0.27% | 118 |
|
|
2015
Q3 | $3.07M | Buy |
111,054
+17,565
| +19% | +$486K | 0.77% | 30 |
|
|
2015
Q2 | $3.59M | Buy |
93,489
+2,953
| +3% | +$113K | 0.95% | 24 |
|
|
2015
Q1 | $3.81M | Sell |
90,536
-916
| -1% | -$38.5K | 1.02% | 19 |
|
|
2014
Q4 | $3.87M | Buy |
91,452
+82,243
| +893% | +$3.48M | 1.07% | 19 |
|
|
2014
Q3 | $353K | Buy |
+9,209
| New | +$353K | 0.11% | 213 |
|