Daymark Wealth Partners’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
13,108
+1,297
| +11% | +$38.1K | 0.01% | 405 |
|
|
2025
Q1 | $337K | Sell |
11,811
-177
| -1% | -$5.05K | 0.01% | 390 |
|
|
2024
Q4 | $328K | Sell |
11,988
-225
| -2% | -$6.17K | 0.01% | 393 |
|
|
2024
Q3 | $270K | Buy |
12,213
+2,029
| +20% | +$44.8K | 0.01% | 445 |
|
|
2024
Q2 | $202K | Buy |
+10,184
| New | +$202K | 0.01% | 483 |
|
|
2024
Q1 | – | Sell |
-14,337
| Closed | -$253K | – | 436 |
|
|
2023
Q4 | $253K | Sell |
14,337
-584
| -4% | -$10.3K | 0.02% | 346 |
|
|
2023
Q3 | $247K | Sell |
14,921
-108,673
| -88% | -$1.8M | 0.02% | 331 |
|
|
2023
Q2 | $2.13M | Sell |
123,594
-1,071
| -0.9% | -$18.4K | 0.16% | 116 |
|
|
2023
Q1 | $2.18M | Buy |
124,665
+5,627
| +5% | +$98.5K | 0.29% | 79 |
|
|
2022
Q4 | $2.15M | Buy |
+119,038
| New | +$2.15M | 0.38% | 58 |
|