Institute for Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,832
| Closed | -$197K | – | 455 |
|
|
2022
Q3 | $197K | Buy |
11,832
+5
| +0% | +$83 | 0.04% | 422 |
|
|
2022
Q2 | $198K | Buy |
+11,827
| New | +$198K | 0.04% | 491 |
|
|
2020
Q3 | – | Sell |
-10,296
| Closed | -$156K | – | 428 |
|
|
2020
Q2 | $156K | Sell |
10,296
-788
| -7% | -$11.9K | 0.04% | 409 |
|
|
2020
Q1 | $154K | Buy |
+11,084
| New | +$154K | 0.05% | 372 |
|
|
2019
Q4 | – | Sell |
-9,855
| Closed | -$203K | – | 692 |
|
|
2019
Q3 | $203K | Sell |
9,855
-2,700
| -22% | -$55.6K | 0.05% | 394 |
|
|
2019
Q2 | $262K | Buy |
+12,555
| New | +$262K | 0.06% | 380 |
|
|
2019
Q1 | – | Sell |
-13,286
| Closed | -$204K | – | 458 |
|
|
2018
Q4 | $204K | Sell |
13,286
-6,018
| -31% | -$92.4K | 0.08% | 241 |
|
|
2018
Q3 | $341K | Buy |
19,304
+17
| +0.1% | +$300 | 0.12% | 184 |
|
|
2018
Q2 | $341K | Buy |
19,287
+1,548
| +9% | +$27.4K | 0.11% | 189 |
|
|
2018
Q1 | $279K | Buy |
+17,739
| New | +$279K | 0.08% | 237 |
|