Buckingham Strategic Wealth’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $356K | Buy |
17,918
+551
| +3% | +$10.5K | ﹤0.01% | 551 |
|
|
2024
Q1 | $319K | Buy |
17,367
+1,290
| +8% | +$22.5K | ﹤0.01% | 575 |
|
|
2023
Q4 | $284K | Buy |
16,077
+306
| +2% | +$5.21K | ﹤0.01% | 582 |
|
|
2023
Q3 | $261K | Buy |
15,771
+2,664
| +20% | +$45.9K | ﹤0.01% | 560 |
|
|
2023
Q2 | $226K | Buy |
+13,107
| New | +$223K | ﹤0.01% | 599 |
|
|
2022
Q4 | – | Sell |
-13,928
| Closed | -$232K | – | 643 |
|
|
2022
Q3 | $232K | Buy |
+13,928
| New | +$248K | ﹤0.01% | 519 |
|
|
2020
Q4 | – | Sell |
-10,874
| Closed | -$134K | – | 557 |
|
|
2020
Q3 | $134K | Buy |
10,874
+573
| +6% | +$7.99K | 0.01% | 461 |
|
|
2020
Q2 | $156K | Buy |
+10,301
| New | +$157K | 0.01% | 386 |
|
|
2020
Q1 | – | Sell |
-12,539
| Closed | -$265K | – | 493 |
|
|
2019
Q4 | $265K | Buy |
+12,539
| New | +$254K | 0.03% | 384 |
|
|
2016
Q2 | – | Sell |
-11,670
| Closed | -$208K | – | 257 |
|
|
2016
Q1 | $208K | Buy |
+11,670
| New | +$191K | 0.07% | 211 |
|
|
2015
Q4 | – | Sell |
-14,532
| Closed | -$402K | – | 220 |
|
|
2015
Q3 | $402K | Buy |
14,532
+2,592
| +22% | +$85.8K | 0.14% | 113 |
|
|
2015
Q2 | $458K | Sell |
11,940
-659
| -5% | -$27.5K | 0.15% | 113 |
|
|
2015
Q1 | $530K | Buy |
12,599
+252
| +2% | +$10.4K | 0.2% | 94 |
|
|
2014
Q4 | $522K | Buy |
+12,347
| New | +$486K | 0.2% | 92 |
|
|
2014
Q3 | – | Sell |
-6,798
| Closed | -$247K | – | 189 |
|
|
2014
Q2 | $247K | Sell |
6,798
-156
| -2% | -$5.27K | 0.11% | 139 |
|
|
2014
Q1 | $226K | Buy |
6,954
+364
| +6% | +$12.2K | 0.1% | 131 |
|
|
2013
Q4 | $237K | Buy |
+6,590
| New | +$231K | 0.11% | 129 |
|
|
2013
Q3 | – | Sell |
-6,399
| Closed | -$244K | – | 141 |
|
|
2013
Q2 | $244K | Buy |
+6,399
| New | +$248K | 0.14% | 104 |
|
Other funds holding KMI
