GJIA
Glass Jacobson Investment Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,811
| Closed | -$104K | – | 702 |
|
|
2025
Q1 | $104K | Hold |
3,811
| – | – | 0.03% | 293 |
|
|
2024
Q4 | $104K | Buy |
3,811
+72
| +2% | +$1.97K | 0.03% | 293 |
|
|
2024
Q3 | $82.6K | Sell |
3,739
-1,000
| -21% | -$22.1K | 0.03% | 302 |
|
|
2024
Q2 | $94.2K | Buy |
4,739
+156
| +3% | +$3.1K | 0.03% | 276 |
|
|
2024
Q1 | $84.1K | Buy |
4,583
+153
| +3% | +$2.81K | 0.03% | 294 |
|
|
2023
Q4 | $78.1K | Buy |
4,430
+100
| +2% | +$1.76K | 0.03% | 291 |
|
|
2023
Q3 | $71.8K | Hold |
4,330
| – | – | 0.03% | 296 |
|
|
2023
Q2 | $74.6K | Buy |
+4,330
| New | +$74.6K | 0.03% | 294 |
|
|
2022
Q4 | $78.3K | Buy |
+4,330
| New | +$78.3K | 0.04% | 287 |
|