Beaumont Asset 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
Q3 | – | Sell |
-32,490
| Closed | -$559K | – | 67 |
|
|
2023
Q2 | $559K | Buy |
32,490
+49
| +0.2% | +$844 | 0.42% | 44 |
|
|
2023
Q1 | $568K | Sell |
32,441
-481
| -1% | -$8.42K | 0.42% | 48 |
|
|
2022
Q4 | $595K | Sell |
32,922
-9,466
| -22% | -$171K | 0.44% | 42 |
|
|
2022
Q3 | $705K | Buy |
42,388
+2,106
| +5% | +$35K | 0.56% | 37 |
|
|
2022
Q2 | $675K | Buy |
40,282
+2,022
| +5% | +$33.9K | 0.51% | 37 |
|
|
2022
Q1 | $723K | Buy |
38,260
+5,019
| +15% | +$94.8K | 0.49% | 38 |
|
|
2021
Q4 | $527K | Buy |
33,241
+6,209
| +23% | +$98.4K | 0.35% | 48 |
|
|
2021
Q3 | $452K | Buy |
27,032
+4,626
| +21% | +$77.4K | 0.34% | 46 |
|
|
2021
Q2 | $408K | Sell |
22,406
-200
| -0.9% | -$3.64K | 0.31% | 49 |
|
|
2021
Q1 | $376K | Buy |
+22,606
| New | +$376K | 0.32% | 45 |
|