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Delap Wealth Advisory’s Kinder Morgan KMI Stock Holding History

Delap Wealth Advisory’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,458
Closed -$237K – 266
2023
Q4 		$237K Buy
+13,458
New +$237K 0.11% 81