West Oak Capital’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-161
| Closed | -$3K | – | 314 |
|
|
2019
Q2 | $3K | Hold |
161
| – | – | ﹤0.01% | 289 |
|
|
2019
Q1 | $3K | Hold |
161
| – | – | ﹤0.01% | 284 |
|
|
2018
Q4 | $2.48K | Hold |
161
| – | – | ﹤0.01% | 303 |
|
|
2018
Q3 | $2.86K | Hold |
161
| – | – | ﹤0.01% | 329 |
|
|
2018
Q2 | $2.85K | Hold |
161
| – | – | ﹤0.01% | 300 |
|
|
2018
Q1 | $2.43K | Hold |
161
| – | – | ﹤0.01% | 313 |
|
|
2017
Q4 | $2.91K | Hold |
161
| – | – | ﹤0.01% | 272 |
|
|
2017
Q3 | $3.09K | Hold |
161
| – | – | ﹤0.01% | 302 |
|
|
2017
Q2 | $3.09K | Hold |
161
| – | – | ﹤0.01% | 319 |
|
|
2017
Q1 | $3.5K | Hold |
161
| – | – | ﹤0.01% | 339 |
|
|
2016
Q4 | $3.33K | Hold |
161
| – | – | ﹤0.01% | 308 |
|
|
2016
Q3 | $3.72K | Hold |
161
| – | – | ﹤0.01% | 334 |
|
|
2016
Q2 | $3.01K | Hold |
161
| – | – | ﹤0.01% | 305 |
|
|
2016
Q1 | $2.88K | Hold |
161
| – | – | ﹤0.01% | 241 |
|
|
2015
Q4 | $2.4K | Sell |
161
-723
| -82% | -$10.8K | ﹤0.01% | 250 |
|
|
2015
Q3 | $24.5K | Buy |
+884
| New | +$24.5K | 0.02% | 177 |
|