FRG Family Wealth 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 |
-148
| Closed | -$2.71K | – | 259 |
|
|
2024
Q1 | $2.71K | Buy |
+148
| New | +$2.71K | ﹤0.01% | 313 |
|
|
2019
Q1 | – | Sell |
-17,929
| Closed | -$276K | – | 129 |
|
|
2018
Q4 | $276K | Sell |
17,929
-13,589
| -43% | -$209K | 0.09% | 111 |
|
|
2018
Q3 | $559K | Sell |
31,518
-7,775
| -20% | -$138K | 0.15% | 98 |
|
|
2018
Q2 | $694K | Sell |
39,293
-8,656
| -18% | -$153K | 0.21% | 91 |
|
|
2018
Q1 | $722K | Sell |
47,949
-8,943
| -16% | -$135K | 0.24% | 91 |
|
|
2017
Q4 | $1.03M | Sell |
56,892
-11,036
| -16% | -$199K | 0.33% | 82 |
|
|
2017
Q3 | $1.3M | Sell |
67,928
-3,400
| -5% | -$65.2K | 0.45% | 70 |
|
|
2017
Q2 | $1.37M | Buy |
71,328
+4,810
| +7% | +$92.2K | 0.5% | 64 |
|
|
2017
Q1 | $1.43M | Buy |
66,518
+7,305
| +12% | +$156K | 0.56% | 59 |
|
|
2016
Q4 | $1.23M | Sell |
59,213
-13,269
| -18% | -$275K | 0.51% | 64 |
|
|
2016
Q3 | $1.68M | Buy |
72,482
+272
| +0.4% | +$6.29K | 0.76% | 47 |
|
|
2016
Q2 | $1.35M | Buy |
72,210
+3,196
| +5% | +$59.8K | 0.61% | 55 |
|
|
2016
Q1 | $1.23M | Sell |
69,014
-857
| -1% | -$15.3K | 0.6% | 58 |
|
|
2015
Q4 | $1.04M | Buy |
+69,871
| New | +$1.04M | 0.51% | 67 |
|