Weld Capital Management’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 | – | Sell |
-24,062
| Closed | -$401K | – | 312 |
|
|
2021
Q1 | $401K | Sell |
24,062
-43,118
| -64% | -$719K | 0.17% | 207 |
|
|
2020
Q4 | $918K | Buy |
+67,180
| New | +$918K | 0.36% | 75 |
|
|
2019
Q4 | – | Sell |
-40,779
| Closed | -$840K | – | 776 |
|
|
2019
Q3 | $840K | Buy |
40,779
+11,466
| +39% | +$236K | 0.15% | 215 |
|
|
2019
Q2 | $612K | Buy |
+29,313
| New | +$612K | 0.11% | 318 |
|