John G. Ullman & Associates’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 |
-58,420
| Closed | -$1.29M | – | 182 |
|
|
2024
Q3 | $1.29M | Sell |
58,420
-300
| -0.5% | -$6.63K | 0.19% | 96 |
|
|
2024
Q2 | $1.17M | Sell |
58,720
-400
| -0.7% | -$7.95K | 0.18% | 98 |
|
|
2024
Q1 | $1.08M | Sell |
59,120
-2,000
| -3% | -$36.7K | 0.17% | 94 |
|
|
2023
Q4 | $1.08M | Sell |
61,120
-1,200
| -2% | -$21.2K | 0.17% | 94 |
|
|
2023
Q3 | $1.03M | Sell |
62,320
-1,388
| -2% | -$23K | 0.17% | 96 |
|
|
2023
Q2 | $1.1M | Sell |
63,708
-2,500
| -4% | -$43.1K | 0.17% | 96 |
|
|
2023
Q1 | $1.16M | Sell |
66,208
-1,584
| -2% | -$27.7K | 0.18% | 92 |
|
|
2022
Q4 | $1.23M | Sell |
67,792
-1,128
| -2% | -$20.4K | 0.2% | 85 |
|
|
2022
Q3 | $1.15M | Sell |
68,920
-780
| -1% | -$13K | 0.2% | 88 |
|
|
2022
Q2 | $1.17M | Sell |
69,700
-200
| -0.3% | -$3.35K | 0.19% | 91 |
|
|
2022
Q1 | $1.32M | Sell |
69,900
-1,700
| -2% | -$32.2K | 0.18% | 89 |
|
|
2021
Q4 | $1.14M | Buy |
+71,600
| New | +$1.14M | 0.16% | 88 |
|
|
2019
Q2 | – | Sell |
-123,700
| Closed | -$2.48M | – | 150 |
|
|
2019
Q1 | $2.48M | Sell |
123,700
-200
| -0.2% | -$4K | 0.45% | 58 |
|
|
2018
Q4 | $1.91M | Buy |
+123,900
| New | +$1.91M | 0.38% | 60 |
|