Fulcrum Equity Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,104
| Closed | -$245K | – | 135 |
|
|
2024
Q3 | $245K | Sell |
11,104
-3,788
| -25% | -$83.7K | 0.21% | 124 |
|
|
2024
Q2 | $296K | Buy |
14,892
+1,722
| +13% | +$34.2K | 0.27% | 111 |
|
|
2024
Q1 | $242K | Buy |
13,170
+79
| +0.6% | +$1.45K | 0.28% | 101 |
|
|
2023
Q4 | $231K | Buy |
13,091
+644
| +5% | +$11.4K | 0.29% | 86 |
|
|
2023
Q3 | $206K | Buy |
+12,447
| New | +$206K | 0.24% | 93 |
|
|
2023
Q2 | – | Sell |
-21,770
| Closed | -$381K | – | 101 |
|
|
2023
Q1 | $381K | Buy |
21,770
+9,273
| +74% | +$162K | 0.36% | 60 |
|
|
2022
Q4 | $226K | Buy |
12,497
+1,234
| +11% | +$22.3K | 0.19% | 65 |
|
|
2022
Q3 | $187K | Buy |
+11,263
| New | +$187K | 0.16% | 63 |
|
|
2022
Q2 | – | Sell |
-13,694
| Closed | -$259K | – | 94 |
|
|
2022
Q1 | $259K | Buy |
+13,694
| New | +$259K | 0.15% | 90 |
|