Geneva Partners’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-39,626
Closed -$694K 82
2023
Q1
$694K Sell
39,626
-691
-2% -$12.1K 0.59% 39
2022
Q4
$729K Buy
40,317
+483
+1% +$8.73K 0.69% 34
2022
Q3
$663K Buy
39,834
+9
+0% +$150 0.76% 30
2022
Q2
$667K Buy
39,825
+350
+0.9% +$5.86K 0.66% 33
2022
Q1
$746K Buy
39,475
+12,350
+46% +$233K 0.46% 46
2021
Q4
$430K Sell
27,125
-164
-0.6% -$2.6K 0.2% 73
2021
Q3
$457K Sell
27,289
-32
-0.1% -$536 0.22% 67
2021
Q2
$498K Buy
27,321
+786
+3% +$14.3K 0.23% 75
2021
Q1
$442K Buy
+26,535
New +$442K 0.23% 68