Carson Advisory’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,901
| Closed | -$351K | – | 170 |
|
|
2024
Q3 | $351K | Buy |
15,901
+522
| +3% | +$11.5K | 0.22% | 116 |
|
|
2024
Q2 | $306K | Sell |
15,379
-13,662
| -47% | -$271K | 0.21% | 110 |
|
|
2024
Q1 | $533K | Sell |
29,041
-1,343
| -4% | -$24.6K | 0.37% | 83 |
|
|
2023
Q4 | $536K | Sell |
30,384
-3,036
| -9% | -$53.6K | 0.42% | 78 |
|
|
2023
Q3 | $554K | Sell |
33,420
-1,750
| -5% | -$29K | 0.49% | 71 |
|
|
2023
Q2 | $606K | Sell |
35,170
-4,500
| -11% | -$77.5K | 0.51% | 64 |
|
|
2023
Q1 | $695K | Buy |
+39,670
| New | +$695K | 0.62% | 50 |
|