Fortis Group Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,169
| Closed | -$260K | – | 519 |
|
|
2024
Q1 | $260K | Sell |
14,169
-1,017
| -7% | -$18.7K | 0.05% | 177 |
|
|
2023
Q4 | $266K | Hold |
15,186
| – | – | 0.07% | 109 |
|
|
2023
Q3 | $266K | Sell |
15,186
-950
| -6% | -$16.6K | 0.08% | 104 |
|
|
2023
Q2 | $278K | Buy |
16,136
+526
| +3% | +$9.06K | 0.07% | 111 |
|
|
2023
Q1 | $268K | Buy |
+15,610
| New | +$268K | 0.08% | 103 |
|
|
2020
Q3 | $127K | Buy |
+10,311
| New | +$127K | 0.02% | 192 |
|