BerganKDV 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
Q2 | $431 | Sell |
25
-74
| -75% | -$1.28K | ﹤0.01% | 824 |
|
|
2023
Q1 | $1.73K | Hold |
99
| – | – | ﹤0.01% | 846 |
|
|
2022
Q4 | $1.79K | Buy |
99
+63
| +175% | +$1.14K | ﹤0.01% | 816 |
|
|
2022
Q3 | $1K | Sell |
36
-1,492
| -98% | -$41.4K | ﹤0.01% | 901 |
|
|
2022
Q2 | $26K | Sell |
1,528
-51
| -3% | -$868 | ﹤0.01% | 466 |
|
|
2022
Q1 | $30K | Sell |
1,579
-3,729
| -70% | -$70.8K | ﹤0.01% | 463 |
|
|
2021
Q4 | $84K | Buy |
5,308
+3,656
| +221% | +$57.9K | 0.01% | 353 |
|
|
2021
Q3 | $28K | Hold |
1,652
| – | – | ﹤0.01% | 476 |
|
|
2021
Q2 | $30K | Buy |
1,652
+1,487
| +901% | +$27K | ﹤0.01% | 461 |
|
|
2021
Q1 | $3K | Sell |
165
-11
| -6% | -$200 | ﹤0.01% | 738 |
|
|
2020
Q4 | $2K | Buy |
176
+62
| +54% | +$705 | ﹤0.01% | 783 |
|
|
2020
Q3 | $1K | Sell |
114
-473
| -81% | -$4.15K | ﹤0.01% | 827 |
|
|
2020
Q2 | $9K | Buy |
587
+521
| +789% | +$7.99K | ﹤0.01% | 555 |
|
|
2020
Q1 | $1K | Hold |
66
| – | – | ﹤0.01% | 840 |
|
|
2019
Q4 | $1K | Sell |
66
-284
| -81% | -$4.3K | ﹤0.01% | 865 |
|
|
2019
Q3 | $7K | Sell |
350
-1,140
| -77% | -$22.8K | ﹤0.01% | 531 |
|
|
2019
Q2 | $31K | Hold |
1,490
| – | – | 0.01% | 376 |
|
|
2019
Q1 | $30K | Buy |
1,490
+500
| +51% | +$10.1K | 0.01% | 390 |
|
|
2018
Q4 | $15K | Buy |
990
+640
| +183% | +$9.7K | ﹤0.01% | 422 |
|
|
2018
Q3 | $6K | Sell |
350
-219
| -38% | -$3.75K | ﹤0.01% | 532 |
|
|
2018
Q2 | $10K | Buy |
+569
| New | +$10K | ﹤0.01% | 505 |
|