Icon Wealth 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
Q3 | $4.86M | Sell |
293,286
-31,273
| -10% | -$519K | 0.55% | 36 |
|
|
2023
Q2 | $5.59M | Sell |
324,559
-8,868
| -3% | -$153K | 0.59% | 29 |
|
|
2023
Q1 | $5.84M | Buy |
+333,427
| New | +$5.84M | 0.64% | 30 |
|
|
2022
Q2 | $5.55M | Buy |
330,909
+55,128
| +20% | +$924K | 0.66% | 30 |
|
|
2022
Q1 | $5.22M | Buy |
275,781
+43,550
| +19% | +$824K | 0.52% | 46 |
|
|
2021
Q4 | $3.68M | Buy |
232,231
+38,480
| +20% | +$610K | 0.37% | 72 |
|
|
2021
Q3 | $3.24M | Buy |
193,751
+26,389
| +16% | +$441K | 0.34% | 80 |
|
|
2021
Q2 | $3.05M | Buy |
167,362
+15,263
| +10% | +$278K | 0.33% | 79 |
|
|
2021
Q1 | $2.53M | Buy |
152,099
+11,479
| +8% | +$191K | 0.32% | 84 |
|
|
2020
Q4 | $1.92M | Buy |
140,620
+10,389
| +8% | +$142K | 0.3% | 81 |
|
|
2020
Q3 | $1.61M | Buy |
130,231
+39,102
| +43% | +$482K | 0.31% | 81 |
|
|
2020
Q2 | $1.38M | Sell |
91,129
-21,645
| -19% | -$328K | 0.33% | 58 |
|
|
2020
Q1 | $1.57M | Buy |
112,774
+10,194
| +10% | +$142K | 0.62% | 29 |
|
|
2019
Q4 | $2.17M | Buy |
102,580
+1,135
| +1% | +$24K | 0.69% | 26 |
|
|
2019
Q3 | $2.09M | Sell |
101,445
-953
| -0.9% | -$19.6K | 0.72% | 23 |
|
|
2019
Q2 | $2.14M | Sell |
102,398
-70
| -0.1% | -$1.46K | 0.76% | 25 |
|
|
2019
Q1 | $2.05M | Sell |
102,468
-181
| -0.2% | -$3.62K | 0.77% | 25 |
|
|
2018
Q4 | $1.58M | Sell |
102,649
-3,077
| -3% | -$47.3K | 0.76% | 29 |
|
|
2018
Q3 | $1.88M | Buy |
105,726
+5,152
| +5% | +$91.4K | 0.78% | 26 |
|
|
2018
Q2 | $1.78M | Buy |
100,574
+5,667
| +6% | +$100K | 0.75% | 25 |
|
|
2018
Q1 | $1.43M | Buy |
94,907
+12,781
| +16% | +$192K | 0.77% | 29 |
|
|
2017
Q4 | $1.48M | Buy |
+82,126
| New | +$1.48M | 0.74% | 26 |
|