Congress Asset Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,000
| Closed | -$184K | – | 373 |
|
|
2022
Q2 | $184K | Buy |
+11,000
| New | +$184K | ﹤0.01% | 366 |
|
|
2015
Q4 | – | Sell |
-7,973
| Closed | -$221K | – | 230 |
|
|
2015
Q3 | $221K | Sell |
7,973
-32
| -0.4% | -$887 | 0.01% | 207 |
|
|
2015
Q2 | $307K | Buy |
8,005
+32
| +0.4% | +$1.23K | 0.01% | 210 |
|
|
2015
Q1 | $335K | Hold |
7,973
| – | – | 0.01% | 204 |
|
|
2014
Q4 | $337K | Buy |
+7,973
| New | +$337K | 0.01% | 210 |
|