Alera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-32,232
| Closed | -$534K | – | 169 |
|
|
2023
Q3 | $534K | Sell |
32,232
-475
| -1% | -$7.88K | 0.09% | 106 |
|
|
2023
Q2 | $563K | Buy |
32,707
+1,566
| +5% | +$27K | 0.12% | 106 |
|
|
2023
Q1 | $545K | Buy |
31,141
+537
| +2% | +$9.4K | 0.13% | 105 |
|
|
2022
Q4 | $553K | Sell |
30,604
-825
| -3% | -$14.9K | 0.13% | 97 |
|
|
2022
Q3 | $523K | Buy |
31,429
+866
| +3% | +$14.4K | 0.15% | 94 |
|
|
2022
Q2 | $512K | Buy |
+30,563
| New | +$512K | 0.14% | 102 |
|
|
2019
Q2 | – | Sell |
-4,872
| Closed | -$97K | – | 563 |
|
|
2019
Q1 | $97K | Sell |
4,872
-18
| -0.4% | -$358 | 0.05% | 109 |
|
|
2018
Q4 | $75K | Buy |
+4,890
| New | +$75K | 0.05% | 138 |
|