Impact Partnership 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
Q4 | – | Sell |
-9,809
| Closed | -$217K | – | 310 |
|
2024
Q3 | $217K | Buy |
+9,809
| New | +$217K | 0.05% | 220 |
|
2024
Q2 | – | Sell |
-33,197
| Closed | -$609K | – | 477 |
|
2024
Q1 | $609K | Buy |
33,197
+31,448
| +1,798% | +$577K | 0.24% | 58 |
|
2023
Q4 | $30.9K | Sell |
1,749
-33,567
| -95% | -$592K | 0.01% | 377 |
|
2023
Q3 | $586K | Buy |
35,316
+35,069
| +14,198% | +$581K | 0.18% | 58 |
|
2023
Q2 | $4.25K | Buy |
+247
| New | +$4.25K | ﹤0.01% | 526 |
|