Jacobs & Co’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-13,209
Closed -$231K 123
2023
Q1
$231K Sell
13,209
-9,280
-41% -$162K 0.03% 121
2022
Q4
$406K Buy
22,489
+5,509
+32% +$99.5K 0.05% 101
2022
Q3
$282K Buy
+16,980
New +$282K 0.04% 106