Westbourne Investment Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,585
| Closed | -$117K | – | 119 |
|
|
2018
Q3 | $117K | Buy |
+6,585
| New | +$117K | 0.08% | 120 |
|
|
2018
Q2 | – | Sell |
-10,835
| Closed | -$163K | – | 94 |
|
|
2018
Q1 | $163K | Sell |
10,835
-450
| -4% | -$6.77K | 0.13% | 101 |
|
|
2017
Q4 | $204K | Sell |
11,285
-3,790
| -25% | -$68.5K | 0.15% | 100 |
|
|
2017
Q3 | $289K | Sell |
15,075
-100
| -0.7% | -$1.92K | 0.23% | 85 |
|
|
2017
Q2 | $291K | Buy |
15,175
+745
| +5% | +$14.3K | 0.24% | 86 |
|
|
2017
Q1 | $314K | Sell |
14,430
-2,780
| -16% | -$60.5K | 0.26% | 83 |
|
|
2016
Q4 | $356K | Sell |
17,210
-2,300
| -12% | -$47.6K | 0.31% | 75 |
|
|
2016
Q3 | $451K | Buy |
19,510
+1,920
| +11% | +$44.4K | 0.4% | 68 |
|
|
2016
Q2 | $329K | Buy |
17,590
+7,490
| +74% | +$140K | 0.3% | 81 |
|
|
2016
Q1 | $180K | Buy |
+10,100
| New | +$180K | 0.17% | 95 |
|
|
2015
Q4 | – | Sell |
-7,855
| Closed | -$217K | – | 105 |
|
|
2015
Q3 | $217K | Buy |
7,855
+45
| +0.6% | +$1.24K | 0.22% | 101 |
|
|
2015
Q2 | $300K | Buy |
+7,810
| New | +$300K | 0.27% | 88 |
|