Archford Capital Strategies’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 |
-22,491
| Closed | -$373K | – | 270 |
|
2023
Q3 | $373K | Hold |
22,491
| – | – | 0.07% | 219 |
|
2023
Q2 | $407K | Sell |
22,491
-2,585
| -10% | -$46.8K | 0.08% | 226 |
|
2023
Q1 | $444K | Sell |
25,076
-1,208
| -5% | -$21.4K | 0.09% | 208 |
|
2022
Q4 | $475K | Sell |
26,284
-3,252
| -11% | -$58.8K | 0.11% | 203 |
|
2022
Q3 | $491K | Sell |
29,536
-283
| -0.9% | -$4.71K | 0.13% | 181 |
|
2022
Q2 | $500K | Sell |
29,819
-1,782
| -6% | -$29.9K | 0.13% | 177 |
|
2022
Q1 | $598K | Buy |
31,601
+212
| +0.7% | +$4.01K | 0.13% | 165 |
|
2021
Q4 | $498K | Sell |
31,389
-216
| -0.7% | -$3.43K | 0.11% | 187 |
|
2021
Q3 | $529K | Buy |
31,605
+451
| +1% | +$7.55K | 0.12% | 180 |
|
2021
Q2 | $568K | Buy |
31,154
+4,400
| +16% | +$80.2K | 0.14% | 164 |
|
2021
Q1 | $447K | Sell |
26,754
-1,007
| -4% | -$16.8K | 0.12% | 185 |
|
2020
Q4 | $402K | Sell |
27,761
-50
| -0.2% | -$724 | 0.09% | 205 |
|
2020
Q3 | $343K | Buy |
+27,811
| New | +$343K | 0.09% | 203 |
|
2020
Q1 | – | Sell |
-13,631
| Closed | -$289K | – | 225 |
|
2019
Q4 | $289K | Buy |
+13,631
| New | +$289K | 0.1% | 195 |
|
2019
Q3 | – | Sell |
-22
| Closed | – | – | 383 |
|
2019
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 564 |
|
2019
Q1 | $0 | Sell |
22
-2,380
| -99% | – | ﹤0.01% | 532 |
|
2018
Q4 | $37K | Buy |
2,402
+2,380
| +10,818% | +$36.7K | 0.01% | 283 |
|
2018
Q3 | $0 | Sell |
22
-657
| -97% | – | ﹤0.01% | 605 |
|
2018
Q2 | $12K | Sell |
679
-29
| -4% | -$513 | ﹤0.01% | 409 |
|
2018
Q1 | $13K | Buy |
+708
| New | +$13K | 0.01% | 312 |
|
2017
Q2 | – | Sell |
-1,346
| Closed | -$29K | – | 419 |
|
2017
Q1 | $29K | Sell |
1,346
-1,027
| -43% | -$22.1K | 0.01% | 326 |
|
2016
Q4 | $49K | Buy |
2,373
+729
| +44% | +$15.1K | 0.02% | 250 |
|
2016
Q3 | $38K | Sell |
1,644
-438
| -21% | -$10.1K | 0.02% | 281 |
|
2016
Q2 | $39K | Buy |
+2,082
| New | +$39K | 0.02% | 271 |
|
2016
Q1 | – | Sell |
-2,684
| Closed | -$53K | – | 402 |
|
2015
Q4 | $53K | Buy |
2,684
+453
| +20% | +$8.95K | 0.02% | 259 |
|
2015
Q3 | $62K | Sell |
2,231
-1,967
| -47% | -$54.7K | 0.05% | 179 |
|
2015
Q2 | $161K | Hold |
4,198
| – | – | 0.11% | 124 |
|
2015
Q1 | $177K | Hold |
4,198
| – | – | 0.12% | 121 |
|
2014
Q4 | $178K | Buy |
4,198
+4,182
| +26,138% | +$177K | 0.13% | 122 |
|
2014
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 619 |
|
2014
Q2 | $580 | Hold |
16
| – | – | ﹤0.01% | 841 |
|
2014
Q1 | $520 | Buy |
+16
| New | +$520 | ﹤0.01% | 802 |
|