EWM
Endurance Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $22.9M | Buy |
1,328,015
+7,000
| +0.5% | +$121K | 3.13% | 5 |
|
|
2023
Q1 | $23.1M | Buy |
1,321,015
+139
| +0% | +$2.43K | 3.28% | 5 |
|
|
2022
Q4 | $23.9M | Buy |
1,320,876
+7,001
| +0.5% | +$127K | 3.6% | 5 |
|
|
2022
Q3 | $21.9M | Buy |
1,313,875
+44,488
| +4% | +$740K | 3.61% | 5 |
|
|
2022
Q2 | $21.3M | Buy |
1,269,387
+7,701
| +0.6% | +$129K | 3.23% | 6 |
|
|
2022
Q1 | $23.9M | Sell |
1,261,686
-78,089
| -6% | -$1.48M | 3.09% | 6 |
|
|
2021
Q4 | $21.2M | Sell |
1,339,775
-85,474
| -6% | -$1.36M | 2.29% | 9 |
|
|
2021
Q3 | $23.8M | Buy |
1,425,249
+6,600
| +0.5% | +$110K | 2.65% | 7 |
|
|
2021
Q2 | $25.9M | Buy |
1,418,649
+17,976
| +1% | +$328K | 2.87% | 6 |
|
|
2021
Q1 | $23.3M | Buy |
1,400,673
+14,201
| +1% | +$236K | 2.74% | 6 |
|
|
2020
Q4 | $19M | Sell |
1,386,472
-10,013
| -0.7% | -$137K | 2.39% | 8 |
|
|
2020
Q3 | $17.2M | Sell |
1,396,485
-301
| -0% | -$3.71K | 2.53% | 9 |
|
|
2020
Q2 | $21.2M | Sell |
1,396,786
-2,766
| -0.2% | -$42K | 3.48% | 6 |
|
|
2020
Q1 | $19.5M | Buy |
1,399,552
+28,708
| +2% | +$400K | 3.74% | 3 |
|
|
2019
Q4 | $29M | Buy |
1,370,844
+32,861
| +2% | +$696K | 4.44% | 2 |
|
|
2019
Q3 | $27.6M | Sell |
1,337,983
-169,395
| -11% | -$3.49M | 4.58% | 1 |
|
|
2019
Q2 | $31.5M | Buy |
1,507,378
+500
| +0% | +$10.4K | 4.95% | 1 |
|
|
2019
Q1 | $30.2M | Sell |
1,506,878
-7,005
| -0.5% | -$140K | 4.94% | 1 |
|
|
2018
Q4 | $23.3M | Sell |
1,513,883
-3,675
| -0.2% | -$56.5K | 4.34% | 1 |
|
|
2018
Q3 | $26.9M | Buy |
1,517,558
+1,274
| +0.1% | +$22.6K | 4.23% | 1 |
|
|
2018
Q2 | $26.8M | Sell |
1,516,284
-11,812
| -0.8% | -$209K | 4.42% | 1 |
|
|
2018
Q1 | $23M | Sell |
1,528,096
-19,206
| -1% | -$289K | 3.87% | 1 |
|
|
2017
Q4 | $28M | Sell |
1,547,302
-9,462
| -0.6% | -$171K | 4.49% | 1 |
|
|
2017
Q3 | $29.9M | Sell |
1,556,764
-1,200
| -0.1% | -$23K | 4.95% | 1 |
|
|
2017
Q2 | $29.9M | Sell |
1,557,964
-3,394
| -0.2% | -$65K | 5.05% | 1 |
|
|
2017
Q1 | $33.9M | Sell |
1,561,358
-8,750
| -0.6% | -$190K | 5.87% | 1 |
|
|
2016
Q4 | $32.5M | Buy |
1,570,108
+11,172
| +0.7% | +$231K | 5.81% | 1 |
|
|
2016
Q3 | $33.4M | Sell |
1,558,936
-12,642
| -0.8% | -$271K | 5.98% | 1 |
|
|
2016
Q2 | $29.4M | Sell |
1,571,578
-16,604
| -1% | -$311K | 5.52% | 1 |
|
|
2016
Q1 | $28.4K | Sell |
1,588,182
-9,869
| -0.6% | -$176 | 3.98% | 2 |
|
|
2015
Q4 | $23.8M | Sell |
1,598,051
-51,013
| -3% | -$761K | 4.54% | 1 |
|
|
2015
Q3 | $53.2M | Buy |
1,649,064
+34,220
| +2% | +$1.1M | 9.36% | 1 |
|
|
2015
Q2 | $62M | Buy |
1,614,844
+5,769
| +0.4% | +$221K | 10.42% | 1 |
|
|
2015
Q1 | $67.7M | Buy |
1,609,075
+4,956
| +0.3% | +$208K | 11.82% | 1 |
|
|
2014
Q4 | $67.9M | Buy |
1,604,119
+89,902
| +6% | +$3.8M | 12.15% | 1 |
|
|
2014
Q3 | $58.1M | Buy |
1,514,217
+55,200
| +4% | +$2.12M | 10.83% | 1 |
|
|
2014
Q2 | $52.9M | Buy |
1,459,017
+29,075
| +2% | +$1.05M | 8.81% | 1 |
|
|
2014
Q1 | $46.5M | Buy |
1,429,942
+7,599
| +0.5% | +$247K | 9.02% | 1 |
|
|
2013
Q4 | $51.2M | Buy |
+1,422,343
| New | +$51.2M | 10.13% | 1 |
|