Concorde Financial’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-194,014
| Closed | -$3.23M | – | 47 |
|
|
2022
Q4 | $3.23M | Hold |
194,014
| – | – | 2.18% | 18 |
|
|
2022
Q3 | $3.23M | Sell |
194,014
-10,446
| -5% | -$174K | 2.18% | 18 |
|
|
2022
Q2 | $3.43M | Sell |
204,460
-15,141
| -7% | -$254K | 3.83% | 11 |
|
|
2022
Q1 | $4.01M | Sell |
219,601
-7,981
| -4% | -$146K | 2.47% | 18 |
|
|
2021
Q4 | $3.75M | Buy |
+227,582
| New | +$3.75M | 2.36% | 20 |
|