ACG Wealth’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$352K Sell
21,167
-7,150
-25% -$119K 0.08% 186
2022
Q2
$475K Buy
28,317
+5,373
+23% +$90.1K 0.1% 170
2022
Q1
$434K Buy
22,944
+445
+2% +$8.42K 0.08% 192
2021
Q4
$357K Buy
22,499
+1,499
+7% +$23.8K 0.05% 245
2021
Q3
$351K Buy
21,000
+2,839
+16% +$47.5K 0.05% 229
2021
Q2
$331K Buy
18,161
+2,813
+18% +$51.3K 0.04% 241
2021
Q1
$256K Buy
+15,348
New +$256K 0.03% 272
2020
Q1
Sell
-22,243
Closed -$471K 307
2019
Q4
$471K Sell
22,243
-314
-1% -$6.65K 0.07% 214
2019
Q3
$465K Sell
22,557
-114
-0.5% -$2.35K 0.07% 219
2019
Q2
$473K Buy
22,671
+534
+2% +$11.1K 0.06% 222
2019
Q1
$443K Buy
22,137
+203
+0.9% +$4.06K 0.06% 222
2018
Q4
$337K Sell
21,934
-420
-2% -$6.45K 0.05% 232
2018
Q3
$396K Sell
22,354
-22,740
-50% -$403K 0.05% 219
2018
Q2
$793K Buy
45,094
+19,486
+76% +$343K 0.12% 136
2018
Q1
$386K Sell
25,608
-1,101
-4% -$16.6K 0.06% 206
2017
Q4
$483K Buy
26,709
+2,295
+9% +$41.5K 0.07% 203
2017
Q3
$468K Buy
+24,414
New +$468K 0.08% 170
2016
Q4
Sell
-13,521
Closed -$313K 267
2016
Q3
$313K Sell
13,521
-22,450
-62% -$520K 0.07% 185
2016
Q2
$673K Buy
35,971
+1,386
+4% +$25.9K 0.15% 121
2016
Q1
$618K Buy
+34,585
New +$618K 0.14% 118
2015
Q4
Sell
-7,549
Closed -$209K 230
2015
Q3
$209K Sell
7,549
-1,209
-14% -$33.5K 0.06% 183
2015
Q2
$337K Sell
8,758
-772
-8% -$29.7K 0.08% 157
2015
Q1
$401K Buy
9,530
+2,193
+30% +$92.3K 0.11% 141
2014
Q4
$310K Buy
+7,337
New +$310K 0.08% 161