Castleview Partners’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-661
| Closed | -$18.6K | – | 387 |
|
|
2024
Q4 | $18.6K | Hold |
661
| – | – | 0.01% | 478 |
|
|
2024
Q3 | $14.6K | Hold |
661
| – | – | 0.01% | 495 |
|
|
2024
Q2 | $13.1K | Buy |
661
+284
| +75% | +$5.64K | 0.01% | 484 |
|
|
2024
Q1 | $6.91K | Hold |
377
| – | – | ﹤0.01% | 572 |
|
|
2023
Q4 | $6.65K | Buy |
377
+24
| +7% | +$423 | ﹤0.01% | 552 |
|
|
2023
Q3 | $5.85K | Sell |
353
-200
| -36% | -$3.32K | 0.01% | 469 |
|
|
2023
Q2 | $9.52K | Hold |
553
| – | – | 0.01% | 442 |
|
|
2023
Q1 | $9.68K | Sell |
553
-300
| -35% | -$5.25K | 0.01% | 428 |
|
|
2022
Q4 | $15.4K | Hold |
853
| – | – | 0.02% | 318 |
|
|
2022
Q3 | $14K | Sell |
853
-3,138
| -79% | -$51.5K | 0.01% | 350 |
|
|
2022
Q2 | $152K | Buy |
3,991
+3,238
| +430% | +$123K | 0.12% | 167 |
|
|
2022
Q1 | $14K | Sell |
753
-249,438
| -100% | -$4.64M | 0.01% | 471 |
|
|
2021
Q4 | $15.8K | Buy |
+250,191
| New | +$15.8K | 0.13% | 69 |
|
|
2021
Q2 | $295K | Buy |
+16,209
| New | +$295K | 0.13% | 169 |
|