First Trust Direct Indexing’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
Q4
Sell
2024
Q3
$1.51M Sell
2024
Q2
$1.55M Buy
2024
Q1
$833K Buy
2023
Q4
$801K Buy
2023
Q3
$611K Sell
2023
Q2
$671K Sell
2023
Q1
$705K Buy
2022
Q4
$671K Buy
2022
Q3
$600K Buy
2022
Q2
$578K Sell
2022
Q1
$656K Buy
2021
Q4
$491K Sell
2021
Q3
$539K Sell
2021
Q2
$604K Buy
2021
Q1
$458K Buy
2020
Q4
$375K Buy