Mark Sheptoff Financial Planning’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.97K | Hold |
203
| – | – | ﹤0.01% | 387 |
|
|
2025
Q1 | $5.79K | Hold |
203
| – | – | ﹤0.01% | 364 |
|
|
2024
Q4 | $5.56K | Buy |
+203
| New | +$5.56K | ﹤0.01% | 359 |
|
|
2018
Q3 | – | Sell |
-700
| Closed | -$12K | – | 369 |
|
|
2018
Q2 | $12K | Hold |
700
| – | – | 0.01% | 265 |
|
|
2018
Q1 | $11K | Buy |
+700
| New | +$11K | 0.01% | 275 |
|
|
2017
Q3 | – | Sell |
-219
| Closed | -$4K | – | 382 |
|
|
2017
Q2 | $4K | Sell |
219
-1
| -0.5% | -$18 | ﹤0.01% | 315 |
|
|
2017
Q1 | $5K | Buy |
220
+1
| +0.5% | +$23 | ﹤0.01% | 306 |
|
|
2016
Q4 | $5K | Hold |
219
| – | – | ﹤0.01% | 296 |
|
|
2016
Q3 | $5K | Hold |
219
| – | – | ﹤0.01% | 292 |
|
|
2016
Q2 | $4K | Hold |
219
| – | – | ﹤0.01% | 293 |
|
|
2016
Q1 | $4K | Hold |
219
| – | – | ﹤0.01% | 291 |
|
|
2015
Q4 | $3K | Hold |
219
| – | – | ﹤0.01% | 319 |
|
|
2015
Q3 | $6K | Sell |
219
-438
| -67% | -$12K | 0.01% | 274 |
|
|
2015
Q2 | $25K | Hold |
657
| – | – | 0.02% | 205 |
|
|
2015
Q1 | $28K | Sell |
657
-438
| -40% | -$18.7K | 0.02% | 199 |
|
|
2014
Q4 | $46K | Buy |
1,095
+50
| +5% | +$2.1K | 0.04% | 174 |
|
|
2014
Q3 | $40K | Sell |
1,045
-1,563
| -60% | -$59.8K | 0.04% | 180 |
|
|
2014
Q2 | $95K | Sell |
2,608
-200
| -7% | -$7.29K | 0.08% | 145 |
|
|
2014
Q1 | $91K | Buy |
+2,808
| New | +$91K | 0.08% | 149 |
|