Asset Dedication LLC’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.9K | Sell |
2,209
-99
| -4% | -$2.91K | ﹤0.01% | 479 |
|
|
2025
Q1 | $65.8K | Buy |
2,308
+7
| +0.3% | +$200 | 0.01% | 437 |
|
|
2024
Q4 | $63K | Buy |
2,301
+227
| +11% | +$6.22K | 0.01% | 434 |
|
|
2024
Q3 | $45.8K | Sell |
2,074
-535
| -21% | -$11.8K | ﹤0.01% | 522 |
|
|
2024
Q2 | $51.8K | Buy |
2,609
+2,100
| +413% | +$41.7K | ﹤0.01% | 488 |
|
|
2024
Q1 | $10K | Buy |
509
+56
| +12% | +$1.1K | ﹤0.01% | 689 |
|
|
2023
Q4 | $9K | Sell |
453
-999
| -69% | -$19.8K | ﹤0.01% | 697 |
|
|
2023
Q3 | $26K | Sell |
1,452
-556
| -28% | -$9.96K | ﹤0.01% | 517 |
|
|
2023
Q2 | $35K | Buy |
2,008
+11
| +0.6% | +$192 | ﹤0.01% | 484 |
|
|
2023
Q1 | $36K | Sell |
1,997
-122
| -6% | -$2.2K | ﹤0.01% | 468 |
|
|
2022
Q4 | $38K | Buy |
2,119
+845
| +66% | +$15.2K | ﹤0.01% | 453 |
|
|
2022
Q3 | $22K | Buy |
1,274
+1,000
| +365% | +$17.3K | ﹤0.01% | 509 |
|
|
2022
Q2 | $5K | Hold |
274
| – | – | ﹤0.01% | 393 |
|
|
2022
Q1 | $5K | Hold |
274
| – | – | ﹤0.01% | 748 |
|
|
2021
Q4 | $4K | Sell |
274
-972
| -78% | -$14.2K | ﹤0.01% | 772 |
|
|
2021
Q3 | $22K | Buy |
1,246
+872
| +233% | +$15.4K | ﹤0.01% | 543 |
|
|
2021
Q2 | $7K | Sell |
374
-606
| -62% | -$11.3K | ﹤0.01% | 678 |
|
|
2021
Q1 | $17K | Hold |
980
| – | – | ﹤0.01% | 448 |
|
|
2020
Q4 | $14K | Sell |
980
-122
| -11% | -$1.74K | ﹤0.01% | 511 |
|
|
2020
Q3 | $13K | Buy |
1,102
+707
| +179% | +$8.34K | ﹤0.01% | 502 |
|
|
2020
Q2 | $5K | Buy |
395
+2
| +0.5% | +$25 | ﹤0.01% | 530 |
|
|
2020
Q1 | $5K | Sell |
393
-74
| -16% | -$941 | ﹤0.01% | 516 |
|
|
2019
Q4 | $11K | Buy |
467
+75
| +19% | +$1.77K | ﹤0.01% | 454 |
|
|
2019
Q3 | $8K | Buy |
392
+24
| +7% | +$490 | ﹤0.01% | 469 |
|
|
2019
Q2 | $8K | Hold |
368
| – | – | ﹤0.01% | 449 |
|
|
2019
Q1 | $7K | Sell |
368
-400
| -52% | -$7.61K | ﹤0.01% | 488 |
|
|
2018
Q4 | $11K | Buy |
768
+400
| +109% | +$5.73K | ﹤0.01% | 418 |
|
|
2018
Q3 | $7K | Sell |
368
-120
| -25% | -$2.28K | ﹤0.01% | 490 |
|
|
2018
Q2 | $9K | Sell |
488
-150
| -24% | -$2.77K | ﹤0.01% | 457 |
|
|
2018
Q1 | $9K | Hold |
638
| – | – | ﹤0.01% | 391 |
|
|
2017
Q4 | $12K | Buy |
+638
| New | +$12K | ﹤0.01% | 342 |
|
|
2017
Q3 | – | Sell |
-274
| Closed | -$5K | – | 394 |
|
|
2017
Q2 | $5K | Hold |
274
| – | – | ﹤0.01% | 341 |
|
|
2017
Q1 | $6K | Sell |
274
-1,000
| -78% | -$21.9K | ﹤0.01% | 334 |
|
|
2016
Q4 | $27K | Hold |
1,274
| – | – | 0.02% | 233 |
|
|
2016
Q3 | $29K | Hold |
1,274
| – | – | 0.02% | 229 |
|
|
2016
Q2 | $24K | Sell |
1,274
-96
| -7% | -$1.81K | 0.02% | 225 |
|
|
2016
Q1 | $24K | Buy |
1,370
+1,205
| +730% | +$21.1K | 0.02% | 230 |
|
|
2015
Q4 | $2K | Buy |
+165
| New | +$2K | ﹤0.01% | 564 |
|