Mascoma Wealth Management’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 | $97.8K | Buy |
3,328
+35
| +1% | +$1.03K | 0.02% | 137 |
|
|
2025
Q1 | $93.9K | Buy |
3,293
+35
| +1% | +$998 | 0.02% | 139 |
|
|
2024
Q4 | $89.3K | Buy |
3,258
+35
| +1% | +$959 | 0.02% | 150 |
|
|
2024
Q3 | $71.2K | Buy |
3,223
+43
| +1% | +$950 | 0.02% | 167 |
|
|
2024
Q2 | $63.2K | Buy |
3,180
+47
| +2% | +$934 | 0.02% | 173 |
|
|
2024
Q1 | $57.5K | Buy |
3,133
+53
| +2% | +$972 | 0.02% | 171 |
|
|
2023
Q4 | $54.3K | Buy |
3,080
+52
| +2% | +$917 | 0.02% | 181 |
|
|
2023
Q3 | $50.2K | Buy |
3,028
+47
| +2% | +$779 | 0.02% | 192 |
|
|
2023
Q2 | $52.1K | Buy |
2,981
+2,791
| +1,469% | +$48.8K | 0.02% | 190 |
|
|
2023
Q1 | $3.26K | Hold |
190
| – | – | ﹤0.01% | 522 |
|
|
2022
Q4 | $3.44K | Hold |
190
| – | – | ﹤0.01% | 529 |
|
|
2022
Q3 | $3K | Hold |
190
| – | – | ﹤0.01% | 534 |
|
|
2022
Q2 | $3K | Hold |
190
| – | – | ﹤0.01% | 549 |
|
|
2022
Q1 | $4K | Hold |
190
| – | – | ﹤0.01% | 520 |
|
|
2021
Q4 | $3K | Buy |
+190
| New | +$3K | ﹤0.01% | 485 |
|
|
2021
Q2 | – | Sell |
-1,031
| Closed | -$17K | – | 298 |
|
|
2021
Q1 | $17K | Buy |
+1,031
| New | +$17K | 0.01% | 309 |
|
|
2019
Q3 | – | Sell |
-76
| Closed | -$2K | – | 229 |
|
|
2019
Q2 | $2K | Hold |
76
| – | – | ﹤0.01% | 344 |
|
|
2019
Q1 | $2K | Sell |
76
-200
| -72% | -$5.26K | ﹤0.01% | 354 |
|
|
2018
Q4 | $4K | Sell |
276
-42
| -13% | -$609 | ﹤0.01% | 310 |
|
|
2018
Q3 | $6K | Hold |
318
| – | – | ﹤0.01% | 314 |
|
|
2018
Q2 | $6K | Buy |
318
+42
| +15% | +$792 | ﹤0.01% | 304 |
|
|
2018
Q1 | $4K | Hold |
276
| – | – | ﹤0.01% | 324 |
|
|
2017
Q4 | $5K | Buy |
276
+200
| +263% | +$3.62K | ﹤0.01% | 301 |
|
|
2017
Q3 | $1K | Sell |
76
-1,271
| -94% | -$16.7K | ﹤0.01% | 385 |
|
|
2017
Q2 | $26K | Hold |
1,347
| – | – | 0.02% | 209 |
|
|
2017
Q1 | $29K | Sell |
1,347
-5
| -0.4% | -$108 | 0.02% | 188 |
|
|
2016
Q4 | $28K | Buy |
+1,352
| New | +$28K | 0.02% | 185 |
|