BDO Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $189K | Buy |
10,969
+186
| +2% | +$3.2K | 0.02% | 266 |
|
|
2023
Q1 | $189K | Buy |
10,783
+163
| +2% | +$2.85K | 0.02% | 257 |
|
|
2022
Q4 | $192K | Buy |
10,620
+157
| +2% | +$2.84K | 0.02% | 264 |
|
|
2022
Q3 | $174K | Buy |
10,463
+152
| +1% | +$2.53K | 0.02% | 264 |
|
|
2022
Q2 | $173K | Buy |
10,311
+10,301
| +103,010% | +$173K | 0.02% | 269 |
|
|
2022
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1096 |
|
|
2021
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1119 |
|
|
2021
Q3 | $0 | Sell |
10
-945
| -99% | – | ﹤0.01% | 1082 |
|
|
2021
Q2 | $17K | Buy |
955
+945
| +9,450% | +$16.8K | ﹤0.01% | 664 |
|
|
2021
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1217 |
|
|
2018
Q4 | – | Sell |
-25,450
| Closed | -$451K | – | 589 |
|
|
2018
Q3 | $451K | Hold |
25,450
| – | – | 0.15% | 101 |
|
|
2018
Q2 | $450K | Buy |
25,450
+24,798
| +3,803% | +$438K | 0.15% | 98 |
|
|
2018
Q1 | $10K | Buy |
652
+352
| +117% | +$5.4K | ﹤0.01% | 395 |
|
|
2017
Q4 | $5K | Buy |
300
+2
| +0.7% | +$33 | ﹤0.01% | 372 |
|
|
2017
Q3 | $6K | Sell |
298
-965
| -76% | -$19.4K | ﹤0.01% | 331 |
|
|
2017
Q2 | $24K | Buy |
+1,263
| New | +$24K | 0.01% | 289 |
|