Frontier Wealth Management’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-16,934
Closed -$283K 435
2021
Q3
$283K Sell
16,934
-725
-4% -$12.1K 0.02% 343
2021
Q2
$322K Buy
17,659
+5,767
+48% +$105K 0.02% 321
2021
Q1
$198K Buy
11,892
+1,564
+15% +$26K 0.02% 365
2020
Q4
$141K Sell
10,328
-679
-6% -$9.27K 0.01% 364
2020
Q3
$136K Buy
11,007
+507
+5% +$6.26K 0.01% 350
2020
Q2
$159K Buy
+10,500
New +$159K 0.01% 336
2018
Q1
Sell
-11,950
Closed -$216K 400
2017
Q4
$216K Sell
11,950
-1,328
-10% -$24K 0.03% 320
2017
Q3
$255K Sell
13,278
-1,722
-11% -$33.1K 0.04% 323
2017
Q2
$287K Sell
15,000
-1,168
-7% -$22.3K 0.04% 301
2017
Q1
$351K Buy
16,168
+2,092
+15% +$45.4K 0.05% 279
2016
Q4
$292K Sell
14,076
-1,699
-11% -$35.2K 0.05% 289
2016
Q3
$365K Sell
15,775
-28,175
-64% -$652K 0.06% 250
2016
Q2
$823K Sell
43,950
-10,605
-19% -$199K 0.13% 154
2016
Q1
$974K Sell
54,555
-6,148
-10% -$110K 0.08% 138
2015
Q4
$906K Sell
60,703
-67,908
-53% -$1.01M 0.15% 146
2015
Q3
$3.56M Buy
128,611
+16,659
+15% +$461K 0.56% 42
2015
Q2
$4.3M Buy
111,952
+84,515
+308% +$3.24M 0.66% 30
2015
Q1
$1.15M Sell
27,437
-37,286
-58% -$1.57M 0.19% 92
2014
Q4
$2.74M Buy
+64,723
New +$2.74M 0.52% 35