Graves Light Lenhart Wealth’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,359
| Closed | -$337K | – | 185 |
|
|
2024
Q1 | $337K | Buy |
+18,359
| New | +$337K | 0.04% | 140 |
|
|
2022
Q3 | – | Sell |
-2,965
| Closed | -$50K | – | 386 |
|
|
2022
Q2 | $50K | Sell |
2,965
-237
| -7% | -$4K | 0.01% | 303 |
|
|
2022
Q1 | $61K | Buy |
3,202
+19
| +0.6% | +$362 | 0.01% | 333 |
|
|
2021
Q4 | $50K | Buy |
3,183
+18
| +0.6% | +$283 | 0.01% | 398 |
|
|
2021
Q3 | $53K | Buy |
3,165
+19
| +0.6% | +$318 | 0.01% | 363 |
|
|
2021
Q2 | $57K | Buy |
3,146
+16
| +0.5% | +$290 | 0.01% | 361 |
|
|
2021
Q1 | $52K | Sell |
3,130
-23
| -0.7% | -$382 | 0.01% | 379 |
|
|
2020
Q4 | $43K | Buy |
+3,153
| New | +$43K | 0.01% | 395 |
|