Balboa Wealth Partners’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 | $295K | Sell |
10,020
-111
| -1% | -$3.26K | 0.06% | 252 |
|
|
2025
Q1 | $289K | Sell |
10,131
-9,872
| -49% | -$282K | 0.07% | 206 |
|
|
2024
Q4 | $548K | Buy |
+20,003
| New | +$548K | 0.13% | 136 |
|
|
2024
Q3 | – | Sell |
-10,995
| Closed | -$218K | – | 358 |
|
|
2024
Q2 | $218K | Buy |
+10,995
| New | +$218K | 0.06% | 242 |
|
|
2023
Q1 | – | Sell |
-10,944
| Closed | -$198K | – | 312 |
|
|
2022
Q4 | $198K | Buy |
+10,944
| New | +$198K | 0.09% | 215 |
|