Mendel Money Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,933
| Closed | -$248K | – | 130 |
|
|
2023
Q3 | $248K | Sell |
14,933
-2,800
| -16% | -$46.4K | 0.13% | 115 |
|
|
2023
Q2 | $305K | Hold |
17,733
| – | – | 0.16% | 112 |
|
|
2023
Q1 | $311K | Buy |
17,733
+346
| +2% | +$6.06K | 0.17% | 104 |
|
|
2022
Q4 | $314K | Buy |
17,387
+198
| +1% | +$3.58K | 0.18% | 102 |
|
|
2022
Q3 | $286K | Buy |
17,189
+5,020
| +41% | +$83.5K | 0.18% | 98 |
|
|
2022
Q2 | $204K | Sell |
12,169
-3,415
| -22% | -$57.2K | 0.12% | 113 |
|
|
2022
Q1 | $295K | Buy |
+15,584
| New | +$295K | 0.14% | 110 |
|
|
2015
Q2 | $2.61M | Buy |
67,894
+4,607
| +7% | +$177K | 2.43% | 21 |
|
|
2015
Q1 | $2.66M | Buy |
63,287
+2,814
| +5% | +$118K | 2.47% | 20 |
|
|
2014
Q4 | $2.56M | Buy |
+60,473
| New | +$2.56M | 2.41% | 22 |
|