Bank Julius Baer & Co’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,884
| Closed | -$85.9K | – | 531 |
|
|
2024
Q2 | $85.9K | Sell |
3,884
-439
| -10% | -$9.71K | ﹤0.01% | 399 |
|
|
2024
Q1 | $79.3K | Hold |
4,323
| – | – | ﹤0.01% | 447 |
|
|
2023
Q4 | $76.3K | Sell |
4,323
-53
| -1% | -$935 | ﹤0.01% | 457 |
|
|
2023
Q3 | $73K | Sell |
4,376
-8,581
| -66% | -$143K | ﹤0.01% | 440 |
|
|
2023
Q2 | $223K | Sell |
12,957
-2,241
| -15% | -$38.6K | ﹤0.01% | 398 |
|
|
2023
Q1 | $266K | Buy |
15,198
+1,998
| +15% | +$35K | ﹤0.01% | 407 |
|
|
2022
Q4 | $239K | Buy |
13,200
+208
| +2% | +$3.77K | ﹤0.01% | 403 |
|
|
2022
Q3 | $216K | Buy |
+12,992
| New | +$216K | ﹤0.01% | 396 |
|
|
2022
Q1 | – | Sell |
-604
| Closed | -$10K | – | 706 |
|
|
2021
Q4 | $10K | Buy |
604
+21
| +4% | +$348 | ﹤0.01% | 785 |
|
|
2021
Q3 | $10K | Buy |
583
+34
| +6% | +$583 | ﹤0.01% | 777 |
|
|
2021
Q2 | $10K | Buy |
+549
| New | +$10K | ﹤0.01% | 783 |
|