Lauer Wealth’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 |
-10,370
| Closed | -$257K | – | 42 |
|
|
2024
Q3 | $257K | Sell |
10,370
-949
| -8% | -$23.5K | 0.2% | 30 |
|
|
2024
Q2 | $228K | Sell |
11,319
-5,638
| -33% | -$114K | 0.18% | 40 |
|
|
2024
Q1 | $311K | Sell |
16,957
-270
| -2% | -$4.96K | 0.27% | 37 |
|
|
2023
Q4 | $296K | Buy |
17,227
+3,113
| +22% | +$53.4K | 0.27% | 38 |
|
|
2023
Q3 | $244K | Sell |
14,114
-1,094
| -7% | -$18.9K | 0.26% | 41 |
|
|
2023
Q2 | $271K | Buy |
+15,208
| New | +$271K | 0.28% | 40 |
|