WESPAC Advisors SoCal’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 |
-261,900
| Closed | -$5.54M | – | 88 |
|
|
2019
Q4 | $5.54M | Buy |
261,900
+28,025
| +12% | +$593K | 2.63% | 20 |
|
|
2019
Q3 | $4.82M | Buy |
233,875
+1,875
| +0.8% | +$38.6K | 2.38% | 23 |
|
|
2019
Q2 | $4.84M | Buy |
232,000
+7,275
| +3% | +$152K | 2.58% | 19 |
|
|
2019
Q1 | $4.5M | Buy |
+224,725
| New | +$4.5M | 2.49% | 19 |
|
|
2017
Q1 | – | Sell |
-60
| Closed | -$1.24K | – | 254 |
|
|
2016
Q4 | $1.24K | Hold |
60
| – | – | ﹤0.01% | 244 |
|
|
2016
Q3 | $1.39K | Hold |
60
| – | – | ﹤0.01% | 262 |
|
|
2016
Q2 | $1.12K | Buy |
+60
| New | +$1.12K | ﹤0.01% | 265 |
|