Evergreen Private Wealth’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 | $2.29M | Sell |
77,949
-2,880
| -4% | -$84.7K | 0.96% | 41 |
|
|
2025
Q1 | $2.31M | Sell |
80,829
-1,104
| -1% | -$31.5K | 1.08% | 37 |
|
|
2024
Q4 | $2.24M | Sell |
81,933
-1,691
| -2% | -$46.3K | 1.05% | 37 |
|
|
2024
Q3 | $1.85M | Buy |
83,624
+982
| +1% | +$21.7K | 0.86% | 41 |
|
|
2024
Q2 | $1.64M | Sell |
82,642
-969
| -1% | -$19.3K | 0.81% | 40 |
|
|
2024
Q1 | $1.53M | Sell |
83,611
-56,924
| -41% | -$1.04M | 0.77% | 43 |
|
|
2023
Q4 | $2.48M | Buy |
+140,535
| New | +$2.48M | 1.34% | 34 |
|