Baystate Wealth Management’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 | $87.1K | Sell |
4,936
-6,016
| -55% | -$106K | 0.01% | 292 |
|
|
2023
Q3 | $182K | Buy |
10,952
+117
| +1% | +$1.94K | 0.02% | 205 |
|
|
2023
Q2 | $187K | Buy |
10,835
+123
| +1% | +$2.12K | 0.02% | 193 |
|
|
2023
Q1 | $188K | Buy |
10,712
+159
| +2% | +$2.78K | 0.02% | 185 |
|
|
2022
Q4 | $191K | Buy |
10,553
+3,507
| +50% | +$63.5K | 0.02% | 192 |
|
|
2022
Q3 | $117K | Buy |
7,046
+6,016
| +584% | +$99.9K | 0.01% | 219 |
|
|
2022
Q2 | $17K | Buy |
1,030
+15
| +1% | +$248 | ﹤0.01% | 473 |
|
|
2022
Q1 | $19K | Buy |
1,015
+15
| +2% | +$281 | ﹤0.01% | 468 |
|
|
2021
Q4 | $16K | Buy |
+1,000
| New | +$16K | ﹤0.01% | 500 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 874 |
|
|
2020
Q3 | – | Sell |
-180
| Closed | -$3K | – | 693 |
|
|
2020
Q2 | $3K | Buy |
+180
| New | +$3K | ﹤0.01% | 503 |
|
|
2019
Q4 | – | Sell |
-23
| Closed | – | – | 641 |
|
|
2019
Q3 | $0 | Buy |
23
+1
| +5% | – | ﹤0.01% | 607 |
|
|
2019
Q2 | $1K | Buy |
22
+1
| +5% | +$45 | ﹤0.01% | 575 |
|
|
2019
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 585 |
|
|
2018
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 593 |
|
|
2018
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 603 |
|
|
2018
Q2 | $1K | Sell |
21
-1,754
| -99% | -$83.5K | ﹤0.01% | 619 |
|
|
2018
Q1 | $29K | Buy |
1,775
+1,254
| +241% | +$20.5K | ﹤0.01% | 250 |
|
|
2017
Q4 | $10K | Hold |
521
| – | – | ﹤0.01% | 368 |
|
|
2017
Q3 | $10K | Sell |
521
-70
| -12% | -$1.34K | ﹤0.01% | 346 |
|
|
2017
Q2 | $12K | Hold |
591
| – | – | ﹤0.01% | 329 |
|
|
2017
Q1 | $13K | Sell |
591
-154
| -21% | -$3.39K | ﹤0.01% | 315 |
|
|
2016
Q4 | $16K | Buy |
+745
| New | +$16K | ﹤0.01% | 249 |
|