IWA
IBEX Wealth Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
400,356
+16,099
| +4% | +$473K | 1.26% | 20 |
|
|
2025
Q1 | $11M | Buy |
384,257
+3,241
| +0.9% | +$92.5K | 1.45% | 18 |
|
|
2024
Q4 | $10.4M | Buy |
+381,016
| New | +$10.4M | 1.23% | 19 |
|
|
2024
Q3 | – | Sell |
-347,350
| Closed | -$6.9M | – | 182 |
|
|
2024
Q2 | $6.9M | Buy |
347,350
+312,965
| +910% | +$6.22M | 1.08% | 26 |
|
|
2024
Q1 | $622K | Buy |
34,385
+34,055
| +10,320% | +$616K | 0.17% | 75 |
|
|
2023
Q4 | $5.82K | Sell |
330
-31,839
| -99% | -$562K | 1.27% | 28 |
|
|
2023
Q3 | $533K | Buy |
+32,169
| New | +$533K | 0.14% | 76 |
|
|
2023
Q1 | $436K | Sell |
24,875
-9,510
| -28% | -$167K | 0.11% | 89 |
|
|
2022
Q4 | $622K | Buy |
34,385
+3,691
| +12% | +$66.8K | 0.14% | 108 |
|
|
2022
Q3 | $511K | Buy |
30,694
+217
| +0.7% | +$3.61K | 0.13% | 104 |
|
|
2022
Q2 | $511K | Buy |
30,477
+4,729
| +18% | +$79.3K | 0.12% | 110 |
|
|
2022
Q1 | $487K | Buy |
25,748
+15,547
| +152% | +$294K | 0.09% | 118 |
|
|
2021
Q4 | $162K | Buy |
10,201
+2,743
| +37% | +$43.6K | 0.03% | 187 |
|
|
2021
Q3 | $125K | Buy |
+7,458
| New | +$125K | 0.02% | 218 |
|
|
2020
Q3 | – | Sell |
-127,938
| Closed | -$1.94M | – | 103 |
|
|
2020
Q2 | $1.94M | Sell |
127,938
-1,185
| -0.9% | -$18K | 0.62% | 66 |
|
|
2020
Q1 | $1.8M | Sell |
129,123
-6,694
| -5% | -$93.2K | 0.7% | 63 |
|
|
2019
Q4 | $2.88M | Sell |
135,817
-2,679
| -2% | -$56.7K | 0.88% | 47 |
|
|
2019
Q3 | $2.85M | Buy |
138,496
+2,572
| +2% | +$53K | 0.95% | 45 |
|
|
2019
Q2 | $2.84M | Buy |
135,924
+10,532
| +8% | +$220K | 0.82% | 44 |
|
|
2019
Q1 | $2.51M | Buy |
+125,392
| New | +$2.51M | 0.88% | 47 |
|
|
2018
Q1 | – | Sell |
-20,567
| Closed | -$387K | – | 104 |
|
|
2017
Q4 | $387K | Buy |
20,567
+478
| +2% | +$8.99K | 0.17% | 76 |
|
|
2017
Q3 | $382K | Buy |
20,089
+1
| +0% | +$19 | 0.14% | 105 |
|
|
2017
Q2 | $383K | Sell |
20,088
-792
| -4% | -$15.1K | 0.15% | 103 |
|
|
2017
Q1 | $448K | Sell |
20,880
-288
| -1% | -$6.18K | 0.28% | 66 |
|
|
2016
Q4 | $476K | Buy |
21,168
+1,937
| +10% | +$43.6K | 0.23% | 88 |
|
|
2016
Q3 | $445K | Buy |
+19,231
| New | +$445K | 0.24% | 88 |
|