Kingswood Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,364
| Closed | -$284K | – | 781 |
|
|
2024
Q4 | $284K | Sell |
10,364
-33,706
| -76% | -$924K | 0.02% | 626 |
|
|
2024
Q3 | $973K | Buy |
44,070
+7,114
| +19% | +$157K | 0.07% | 300 |
|
|
2024
Q2 | $734K | Buy |
36,956
+240
| +0.7% | +$4.77K | 0.07% | 299 |
|
|
2024
Q1 | $673K | Sell |
36,716
-5,075
| -12% | -$93.1K | 0.08% | 274 |
|
|
2023
Q4 | $737K | Buy |
41,791
+13,731
| +49% | +$242K | 0.08% | 260 |
|
|
2023
Q3 | $465K | Buy |
+28,060
| New | +$465K | 0.08% | 261 |
|