Detalus 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
Q2 | – | Sell |
-27,680
| Closed | -$508K | – | 154 |
|
|
2024
Q1 | $508K | Sell |
27,680
-6,032
| -18% | -$111K | 0.18% | 78 |
|
|
2023
Q4 | $595K | Buy |
33,712
+12
| +0% | +$212 | 0.24% | 66 |
|
|
2023
Q3 | $559K | Buy |
33,700
+95
| +0.3% | +$1.58K | 0.26% | 68 |
|
|
2023
Q2 | $579K | Buy |
33,605
+98
| +0.3% | +$1.69K | 0.26% | 67 |
|
|
2023
Q1 | $587K | Buy |
33,507
+86
| +0.3% | +$1.51K | 0.28% | 65 |
|
|
2022
Q4 | $604K | Buy |
33,421
+9,791
| +41% | +$177K | 0.29% | 68 |
|
|
2022
Q3 | $393K | Hold |
23,630
| – | – | 0.24% | 81 |
|
|
2022
Q2 | $396K | Buy |
+23,630
| New | +$396K | 0.23% | 73 |
|
|
2021
Q4 | – | Sell |
-28,036
| Closed | -$469K | – | 131 |
|
|
2021
Q3 | $469K | Buy |
+28,036
| New | +$469K | 0.24% | 67 |
|