Aft Forsyth & Sober’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-63,600
| Closed | -$1.05M | – | 86 |
|
|
2023
Q3 | $1.05M | Hold |
63,600
| – | – | 0.45% | 70 |
|
|
2023
Q2 | $1.1M | Hold |
63,600
| – | – | 0.45% | 69 |
|
|
2023
Q1 | $1.11M | Hold |
63,600
| – | – | 0.56% | 61 |
|
|
2022
Q4 | $1.15M | Hold |
63,600
| – | – | 0.52% | 61 |
|
|
2022
Q3 | $1.06M | Hold |
63,600
| – | – | 0.51% | 59 |
|
|
2022
Q2 | $1.07M | Hold |
63,600
| – | – | 0.5% | 64 |
|
|
2022
Q1 | $1.2M | Hold |
63,600
| – | – | 0.47% | 69 |
|
|
2021
Q4 | $1.01M | Hold |
63,600
| – | – | 0.35% | 75 |
|
|
2021
Q3 | $1.06M | Buy |
+63,600
| New | +$1.06M | 0.4% | 73 |
|
|
2021
Q2 | – | Sell |
-63,600
| Closed | -$1.06M | – | 79 |
|
|
2021
Q1 | $1.06M | Buy |
+63,600
| New | +$1.06M | 0.43% | 53 |
|