J. Arnold 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-28,250
| Closed | -$486K | – | 32 |
|
2023
Q2 | $486K | Buy |
28,250
+9,571
| +51% | +$165K | 0.21% | 12 |
|
2023
Q1 | $327K | Sell |
18,679
-4,208
| -18% | -$73.7K | 0.16% | 24 |
|
2022
Q4 | $414K | Buy |
22,887
+4,830
| +27% | +$87.3K | 0.2% | 27 |
|
2022
Q3 | $300K | Buy |
+18,057
| New | +$300K | 0.17% | 24 |
|
2022
Q2 | – | Sell |
-18,124
| Closed | -$343K | – | 49 |
|
2022
Q1 | $343K | Buy |
18,124
+3,045
| +20% | +$57.6K | 0.18% | 22 |
|
2021
Q4 | $239K | Buy |
+15,079
| New | +$239K | 0.11% | 30 |
|