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 |
|