CWS
Confluence Wealth Services’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Hold |
12,061
| – | – | 0.02% | 288 |
|
|
2025
Q1 | $321K | Sell |
12,061
-815
| -6% | -$21.7K | 0.02% | 282 |
|
|
2024
Q4 | $392K | Sell |
12,876
-1,500
| -10% | -$45.7K | 0.03% | 252 |
|
|
2024
Q3 | $318K | Sell |
14,376
-13,545
| -49% | -$299K | 0.02% | 273 |
|
|
2024
Q2 | $555K | Buy |
27,921
+14,112
| +102% | +$280K | 0.04% | 213 |
|
|
2024
Q1 | $253K | Buy |
+13,809
| New | +$253K | 0.02% | 298 |
|
|
2022
Q4 | – | Sell |
-16,504
| Closed | -$274K | – | 239 |
|
|
2022
Q3 | $274K | Sell |
16,504
-1,025
| -6% | -$17K | 0.12% | 184 |
|
|
2022
Q2 | $325K | Hold |
17,529
| – | – | 0.14% | 189 |
|
|
2022
Q1 | $331K | Sell |
17,529
-882
| -5% | -$16.7K | 0.12% | 177 |
|
|
2021
Q4 | $291K | Buy |
+18,411
| New | +$291K | 0.09% | 187 |
|