Gradient Investments’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,080
| Closed | -$21.5K | – | 863 |
|
|
2024
Q2 | $21.5K | Buy |
1,080
+78
| +8% | +$1.55K | ﹤0.01% | 628 |
|
|
2024
Q1 | $18.4K | Sell |
1,002
-1,530
| -60% | -$28.1K | ﹤0.01% | 560 |
|
|
2023
Q4 | $44.7K | Buy |
2,532
+920
| +57% | +$16.2K | ﹤0.01% | 567 |
|
|
2023
Q3 | $26.7K | Buy |
1,612
+103
| +7% | +$1.71K | ﹤0.01% | 618 |
|
|
2023
Q2 | $26K | Sell |
1,509
-171
| -10% | -$2.95K | ﹤0.01% | 639 |
|
|
2023
Q1 | $29.4K | Buy |
1,680
+18
| +1% | +$315 | ﹤0.01% | 597 |
|
|
2022
Q4 | $30K | Sell |
1,662
-1,316
| -44% | -$23.8K | ﹤0.01% | 601 |
|
|
2022
Q3 | $50K | Buy |
2,978
+498
| +20% | +$8.36K | ﹤0.01% | 484 |
|
|
2022
Q2 | $42K | Sell |
2,480
-9,277
| -79% | -$157K | ﹤0.01% | 502 |
|
|
2022
Q1 | $222K | Buy |
11,757
+5,430
| +86% | +$103K | 0.01% | 277 |
|
|
2021
Q4 | $100K | Buy |
6,327
+999
| +19% | +$15.8K | ﹤0.01% | 364 |
|
|
2021
Q3 | $89K | Sell |
5,328
-821
| -13% | -$13.7K | ﹤0.01% | 388 |
|
|
2021
Q2 | $112K | Buy |
6,149
+2,983
| +94% | +$54.3K | ﹤0.01% | 350 |
|
|
2021
Q1 | $53K | Sell |
3,166
-1,083
| -25% | -$18.1K | ﹤0.01% | 455 |
|
|
2020
Q4 | $52K | Hold |
4,249
| – | – | ﹤0.01% | 399 |
|
|
2020
Q3 | $52K | Sell |
4,249
-388
| -8% | -$4.75K | ﹤0.01% | 402 |
|
|
2020
Q2 | $70K | Sell |
4,637
-594
| -11% | -$8.97K | ﹤0.01% | 340 |
|
|
2020
Q1 | $73K | Sell |
5,231
-2,000
| -28% | -$27.9K | ﹤0.01% | 309 |
|
|
2019
Q4 | $153K | Sell |
7,231
-3,243
| -31% | -$68.6K | 0.01% | 271 |
|
|
2019
Q3 | $216K | Buy |
10,474
+1,792
| +21% | +$37K | 0.01% | 253 |
|
|
2019
Q2 | $181K | Buy |
8,682
+7,973
| +1,125% | +$166K | 0.01% | 266 |
|
|
2019
Q1 | $14K | Sell |
709
-1,209
| -63% | -$23.9K | ﹤0.01% | 503 |
|
|
2018
Q4 | $29K | Buy |
1,918
+209
| +12% | +$3.16K | ﹤0.01% | 408 |
|
|
2018
Q3 | $30K | Hold |
1,709
| – | – | ﹤0.01% | 425 |
|
|
2018
Q2 | $30K | Sell |
1,709
-270
| -14% | -$4.74K | ﹤0.01% | 414 |
|
|
2018
Q1 | $30K | Sell |
1,979
-250
| -11% | -$3.79K | ﹤0.01% | 414 |
|
|
2017
Q4 | $40K | Buy |
+2,229
| New | +$40K | ﹤0.01% | 378 |
|
|
2017
Q3 | – | Sell |
-1,788
| Closed | -$34K | – | 495 |
|
|
2017
Q2 | $34K | Buy |
1,788
+1
| +0.1% | +$19 | ﹤0.01% | 345 |
|
|
2017
Q1 | $39K | Sell |
1,787
-2,138
| -54% | -$46.7K | ﹤0.01% | 330 |
|
|
2016
Q4 | $81K | Sell |
3,925
-65
| -2% | -$1.34K | 0.01% | 229 |
|
|
2016
Q3 | $92K | Sell |
3,990
-144
| -3% | -$3.32K | 0.01% | 216 |
|
|
2016
Q2 | $77K | Sell |
4,134
-522
| -11% | -$9.72K | 0.01% | 226 |
|
|
2016
Q1 | $83K | Sell |
4,656
-144,973
| -97% | -$2.58M | 0.01% | 222 |
|
|
2015
Q4 | $2.23M | Buy |
149,629
+46,229
| +45% | +$690K | 0.3% | 89 |
|
|
2015
Q3 | $2.86M | Buy |
103,400
+101,333
| +4,902% | +$2.8M | 0.41% | 78 |
|
|
2015
Q2 | $79K | Sell |
2,067
-95
| -4% | -$3.63K | 0.01% | 212 |
|
|
2015
Q1 | $91K | Sell |
2,162
-228
| -10% | -$9.6K | 0.01% | 199 |
|
|
2014
Q4 | $101K | Buy |
2,390
+1,916
| +404% | +$81K | 0.02% | 189 |
|
|
2014
Q3 | $18K | Hold |
474
| – | – | ﹤0.01% | 285 |
|
|
2014
Q2 | $17K | Hold |
474
| – | – | ﹤0.01% | 305 |
|
|
2014
Q1 | $15K | Sell |
474
-3,953
| -89% | -$125K | ﹤0.01% | 310 |
|
|
2013
Q4 | $159K | Buy |
4,427
+3,953
| +834% | +$142K | 0.04% | 170 |
|
|
2013
Q3 | $17K | Buy |
+474
| New | +$17K | 0.01% | 238 |
|