Diversified Trust’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 | $1.65M | Buy |
56,003
+35,004
| +167% | +$1.03M | 0.04% | 275 |
|
|
2025
Q1 | $599K | Sell |
20,999
-232
| -1% | -$6.62K | 0.01% | 516 |
|
|
2024
Q4 | $582K | Buy |
21,231
+69
| +0.3% | +$1.89K | 0.01% | 551 |
|
|
2024
Q3 | $467K | Buy |
+21,162
| New | +$467K | 0.01% | 607 |
|
|
2021
Q3 | – | Sell |
-10,557
| Closed | -$192K | – | 831 |
|
|
2021
Q2 | $192K | Buy |
+10,557
| New | +$192K | 0.01% | 715 |
|
|
2020
Q1 | – | Sell |
-9,864
| Closed | -$209K | – | 459 |
|
|
2019
Q4 | $209K | Sell |
9,864
-7,092
| -42% | -$150K | 0.01% | 417 |
|
|
2019
Q3 | $349K | Buy |
16,956
+5,616
| +50% | +$116K | 0.02% | 247 |
|
|
2019
Q2 | $237K | Sell |
11,340
-46
| -0.4% | -$961 | 0.01% | 318 |
|
|
2019
Q1 | $228K | Sell |
11,386
-612
| -5% | -$12.3K | 0.01% | 313 |
|
|
2018
Q4 | $185K | Buy |
+11,998
| New | +$185K | 0.01% | 321 |
|