FDx Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-38,024
| Closed | -$697K | – | 278 |
|
|
2024
Q1 | $697K | Sell |
38,024
-2,710
| -7% | -$47.3K | 0.11% | 166 |
|
|
2023
Q4 | $719K | Buy |
40,734
+4,298
| +12% | +$73.3K | 0.06% | 320 |
|
|
2023
Q3 | $604K | Sell |
36,436
-15,135
| -29% | -$261K | 0.05% | 314 |
|
|
2023
Q2 | $888K | Sell |
51,571
-44,222
| -46% | -$751K | 0.05% | 328 |
|
|
2023
Q1 | $1.73M | Hold |
95,793
| – | – | 0.08% | 208 |
|
|
2022
Q4 | $1.73M | Buy |
95,793
+77,873
| +435% | +$1.4M | 0.08% | 208 |
|
|
2022
Q3 | $298K | Sell |
17,920
-10,850
| -38% | -$193K | 0.01% | 554 |
|
|
2022
Q2 | $482K | Sell |
28,770
-1,715
| -6% | -$32.1K | 0.02% | 490 |
|
|
2022
Q1 | $576K | Buy |
30,485
+12,549
| +70% | +$221K | 0.02% | 466 |
|
|
2021
Q4 | $284K | Sell |
17,936
-8,311
| -32% | -$138K | 0.01% | 721 |
|
|
2021
Q3 | $439K | Buy |
26,247
+2,582
| +11% | +$43.9K | 0.01% | 554 |
|
|
2021
Q2 | $431K | Buy |
23,665
+12,640
| +115% | +$225K | 0.01% | 548 |
|
|
2021
Q1 | $184K | Sell |
11,025
-577
| -5% | -$8.81K | 0.01% | 748 |
|
|
2020
Q4 | $159K | Sell |
11,602
-23,363
| -67% | -$313K | 0.01% | 692 |
|
|
2020
Q3 | $431K | Sell |
34,965
-22,096
| -39% | -$308K | 0.02% | 411 |
|
|
2020
Q2 | $866K | Buy |
57,061
+1,625
| +3% | +$24.7K | 0.05% | 250 |
|
|
2020
Q1 | $772K | Buy |
55,436
+9,607
| +21% | +$183K | 0.05% | 232 |
|
|
2019
Q4 | $970K | Buy |
45,829
+1,336
| +3% | +$27K | 0.05% | 225 |
|
|
2019
Q3 | $917K | Buy |
44,493
+748
| +2% | +$15.4K | 0.06% | 231 |
|
|
2019
Q2 | $913K | Buy |
43,745
+10,565
| +32% | +$213K | 0.04% | 346 |
|
|
2019
Q1 | $664K | Buy |
33,180
+340
| +1% | +$6.35K | 0.03% | 394 |
|
|
2018
Q4 | $505K | Sell |
32,840
-15,473
| -32% | -$262K | 0.04% | 307 |
|
|
2018
Q3 | $857K | Buy |
48,313
+5,289
| +12% | +$94.5K | 0.03% | 375 |
|
|
2018
Q2 | $760K | Sell |
43,024
-56,564
| -57% | -$925K | 0.03% | 430 |
|
|
2018
Q1 | $1.5M | Sell |
99,588
-16,835
| -14% | -$292K | 0.04% | 369 |
|
|
2017
Q4 | $2.1M | Sell |
116,423
-11,312
| -9% | -$203K | 0.06% | 296 |
|
|
2017
Q3 | $2.45M | Buy |
127,735
+14,152
| +12% | +$276K | 0.07% | 254 |
|
|
2017
Q2 | $2.18M | Sell |
113,583
-9,858
| -8% | -$196K | 0.06% | 274 |
|
|
2017
Q1 | $2.68M | Sell |
123,441
-232
| -0.2% | -$5.07K | 0.08% | 227 |
|
|
2016
Q4 | $2.56M | Buy |
123,673
+18,858
| +18% | +$399K | 0.07% | 241 |
|
|
2016
Q3 | $2.42M | Buy |
104,815
+10,873
| +12% | +$230K | 0.1% | 167 |
|
|
2016
Q2 | $1.76M | Buy |
93,942
+6,200
| +7% | +$110K | 0.08% | 224 |
|
|
2016
Q1 | $1.57M | Sell |
87,742
-1,332
| -1% | -$21.8K | 0.07% | 248 |
|
|
2015
Q4 | $1.33M | Sell |
89,074
-12,804
| -13% | -$305K | 0.06% | 274 |
|
|
2015
Q3 | $2.82M | Buy |
101,878
+12,421
| +14% | +$411K | 0.24% | 79 |
|
|
2015
Q2 | $3.43M | Sell |
89,457
-22,843
| -20% | -$954K | 0.17% | 106 |
|
|
2015
Q1 | $4.72M | Buy |
112,300
+10,875
| +11% | +$450K | 0.1% | 165 |
|
|
2014
Q4 | $4.29M | Buy |
+101,425
| New | +$3.99M | 0.26% | 67 |
|
|
2014
Q1 | – | Sell |
-8,140
| Closed | -$292K | – | 774 |
|
|
2013
Q4 | $292K | Buy |
8,140
+856
| +12% | +$30K | 0.03% | 538 |
|
|
2013
Q3 | $259K | Sell |
7,284
-928
| -11% | -$34.8K | 0.03% | 496 |
|
|
2013
Q2 | $313K | Buy |
+8,212
| New | +$319K | 0.04% | 371 |
|
Other funds holding KMI
