Whitegate Investment Counselors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-15,008
| Closed | -$288K | – | 181 |
|
|
2017
Q3 | $288K | Sell |
15,008
-18,645
| -55% | -$358K | 0.06% | 155 |
|
|
2017
Q2 | $645K | Sell |
33,653
-2,005
| -6% | -$38.4K | 0.15% | 115 |
|
|
2017
Q1 | $775K | Sell |
35,658
-7,265
| -17% | -$158K | 0.19% | 103 |
|
|
2016
Q4 | $889K | Sell |
42,923
-19,200
| -31% | -$398K | 0.24% | 87 |
|
|
2016
Q3 | $1.44M | Sell |
62,123
-10,927
| -15% | -$253K | 0.39% | 75 |
|
|
2016
Q2 | $1.37M | Buy |
+73,050
| New | +$1.37M | 0.38% | 76 |
|
|
2014
Q1 | $1.36M | Buy |
+76,375
| New | +$1.36M | 0.37% | 76 |
|