Curi Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25,582
| Closed | -$451K | – | 78 |
|
|
2023
Q4 | $451K | Sell |
25,582
-771
| -3% | -$13.6K | 0.06% | 96 |
|
|
2023
Q3 | $437K | Sell |
26,353
-2,347
| -8% | -$38.9K | 0.07% | 92 |
|
|
2023
Q2 | $494K | Sell |
28,700
-1,955
| -6% | -$33.7K | 0.07% | 91 |
|
|
2023
Q1 | $537K | Sell |
30,655
-3,615
| -11% | -$63.3K | 0.08% | 94 |
|
|
2022
Q4 | $620K | Buy |
34,270
+5,647
| +20% | +$102K | 0.09% | 106 |
|
|
2022
Q3 | $476K | Buy |
28,623
+26,458
| +1,222% | +$440K | 0.08% | 104 |
|
|
2022
Q2 | $36K | Sell |
2,165
-978
| -31% | -$16.3K | 0.01% | 254 |
|
|
2022
Q1 | $59K | Buy |
3,143
+1,021
| +48% | +$19.2K | 0.01% | 202 |
|
|
2021
Q4 | $33K | Buy |
+2,122
| New | +$33K | 0.01% | 205 |
|
|
2021
Q1 | – | Sell |
-1,007
| Closed | -$13K | – | 302 |
|
|
2020
Q4 | $13K | Buy |
+1,007
| New | +$13K | 0.01% | 222 |
|