YHB 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
Q1 | – | Sell |
-32,408
| Closed | -$586K | – | 189 |
|
|
2017
Q4 | $586K | Sell |
32,408
-25,484
| -44% | -$461K | 0.1% | 125 |
|
|
2017
Q3 | $1.11M | Sell |
57,892
-3,868
| -6% | -$74.2K | 0.2% | 106 |
|
|
2017
Q2 | $1.18M | Sell |
61,760
-5,251
| -8% | -$101K | 0.2% | 101 |
|
|
2017
Q1 | $1.38M | Sell |
67,011
-3,889
| -5% | -$80.2K | 0.27% | 93 |
|
|
2016
Q4 | $1.47M | Buy |
70,900
+17
| +0% | +$352 | 0.31% | 85 |
|
|
2016
Q3 | $1.64M | Sell |
70,883
-4,336
| -6% | -$100K | 0.4% | 74 |
|
|
2016
Q2 | $1.41M | Sell |
75,219
-2,887
| -4% | -$54K | 0.31% | 86 |
|
|
2016
Q1 | $1.4M | Buy |
78,106
+10,608
| +16% | +$189K | 0.38% | 73 |
|
|
2015
Q4 | $1.01M | Sell |
67,498
-28,782
| -30% | -$429K | 0.23% | 100 |
|
|
2015
Q3 | $2.67M | Buy |
96,280
+19,883
| +26% | +$550K | 0.63% | 51 |
|
|
2015
Q2 | $2.93M | Buy |
76,397
+1,658
| +2% | +$63.7K | 0.64% | 53 |
|
|
2015
Q1 | $3.14M | Buy |
74,739
+1,083
| +1% | +$45.6K | 0.71% | 51 |
|
|
2014
Q4 | $3.12M | Buy |
+73,656
| New | +$3.12M | 0.71% | 49 |
|