Wimmer Associates 1’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-11,183
| Closed | -$168K | – | 107 |
|
|
2018
Q1 | $168K | Sell |
11,183
-420
| -4% | -$6.31K | 0.15% | 105 |
|
|
2017
Q4 | $210K | Sell |
11,603
-1,821
| -14% | -$33K | 0.19% | 104 |
|
|
2017
Q3 | $257K | Sell |
13,424
-3,346
| -20% | -$64.1K | 0.24% | 101 |
|
|
2017
Q2 | $321K | Sell |
16,770
-921
| -5% | -$17.6K | 0.3% | 88 |
|
|
2017
Q1 | $385K | Sell |
17,691
-1,265
| -7% | -$27.5K | 0.36% | 81 |
|
|
2016
Q4 | $393K | Sell |
18,956
-8,060
| -30% | -$167K | 0.36% | 81 |
|
|
2016
Q3 | $625K | Sell |
27,016
-1,295
| -5% | -$30K | 0.56% | 53 |
|
|
2016
Q2 | $530K | Sell |
28,311
-571
| -2% | -$10.7K | 0.47% | 59 |
|
|
2016
Q1 | $516K | Buy |
28,882
+1,091
| +4% | +$19.5K | 0.47% | 63 |
|
|
2015
Q4 | $415K | Buy |
+27,791
| New | +$415K | 0.44% | 70 |
|