Crewe Advisors’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 |
-601
| Closed | -$13.3K | – | 734 |
|
|
2024
Q3 | $13.3K | Buy |
601
+4
| +0.7% | +$88 | ﹤0.01% | 451 |
|
|
2024
Q2 | $11.9K | Hold |
597
| – | – | ﹤0.01% | 654 |
|
|
2024
Q1 | $10.9K | Buy |
+597
| New | +$10.9K | ﹤0.01% | 605 |
|
|
2023
Q4 | – | Sell |
-53
| Closed | -$879 | – | 576 |
|
|
2023
Q3 | $879 | Sell |
53
-27
| -34% | -$448 | ﹤0.01% | 369 |
|
|
2023
Q2 | $1.38K | Sell |
80
-504
| -86% | -$8.68K | ﹤0.01% | 557 |
|
|
2023
Q1 | $10.2K | Sell |
584
-57
| -9% | -$998 | ﹤0.01% | 545 |
|
|
2022
Q4 | $11.6K | Sell |
641
-499
| -44% | -$9.02K | ﹤0.01% | 530 |
|
|
2022
Q3 | $19K | Buy |
1,140
+652
| +134% | +$10.9K | ﹤0.01% | 475 |
|
|
2022
Q2 | $8K | Buy |
+488
| New | +$8K | ﹤0.01% | 662 |
|