Yorktown Management & Research Company’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-20,700
| Closed | -$314K | – | 256 |
|
|
2020
Q2 | $314K | Buy |
+20,700
| New | +$314K | 0.28% | 165 |
|
|
2019
Q2 | – | Sell |
-80,000
| Closed | -$1.6M | – | 330 |
|
|
2019
Q1 | $1.6M | Hold |
80,000
| – | – | 0.52% | 41 |
|
|
2018
Q4 | $1.23M | Buy |
80,000
+20,000
| +33% | +$308K | 0.41% | 66 |
|
|
2018
Q3 | $1.06M | Buy |
60,000
+45,000
| +300% | +$798K | 0.31% | 93 |
|
|
2018
Q2 | $265K | Buy |
+15,000
| New | +$265K | 0.08% | 303 |
|
|
2015
Q4 | – | Sell |
-225,000
| Closed | -$6.23M | – | 427 |
|
|
2015
Q3 | $6.23M | Buy |
225,000
+197,500
| +718% | +$5.47M | 1.03% | 14 |
|
|
2015
Q2 | $1.06M | Sell |
27,500
-50,000
| -65% | -$1.92M | 0.18% | 130 |
|
|
2015
Q1 | $3.26M | Sell |
77,500
-50,000
| -39% | -$2.1M | 0.59% | 46 |
|
|
2014
Q4 | $5.4M | Buy |
127,500
+30,500
| +31% | +$1.29M | 1.13% | 29 |
|
|
2014
Q3 | $3.72M | Hold |
97,000
| – | – | 0.71% | 40 |
|
|
2014
Q2 | $3.52M | Buy |
97,000
+60,000
| +162% | +$2.18M | 0.65% | 39 |
|
|
2014
Q1 | $1.2M | Buy |
37,000
+30,000
| +429% | +$975K | 0.23% | 88 |
|
|
2013
Q4 | $252K | Buy |
+7,000
| New | +$252K | 0.05% | 292 |
|