Lehman & Derafelo Financial Resources’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $344K | Sell |
19,030
-254
| -1% | -$4.59K | 0.1% | 77 |
|
|
2022
Q3 | $321K | Hold |
19,284
| – | – | 0.1% | 71 |
|
|
2022
Q2 | $323K | Hold |
19,284
| – | – | 0.1% | 76 |
|
|
2022
Q1 | $365K | Sell |
19,284
-471
| -2% | -$8.92K | 0.1% | 80 |
|
|
2021
Q4 | $313K | Buy |
19,755
+671
| +4% | +$10.6K | 0.09% | 80 |
|
|
2021
Q3 | $319K | Sell |
19,084
-2,000
| -9% | -$33.4K | 0.1% | 75 |
|
|
2021
Q2 | $384K | Hold |
21,084
| – | – | 0.11% | 79 |
|
|
2021
Q1 | $351K | Buy |
21,084
+300
| +1% | +$4.99K | 0.1% | 86 |
|
|
2020
Q4 | $284K | Buy |
+20,784
| New | +$284K | 0.09% | 89 |
|