Meridian Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,781
| Closed | -$231K | – | 192 |
|
|
2022
Q4 | $231K | Sell |
12,781
-652
| -5% | -$11.8K | 0.06% | 174 |
|
|
2022
Q3 | $224K | Buy |
13,433
+1,999
| +17% | +$33.3K | 0.06% | 171 |
|
|
2022
Q2 | $192K | Buy |
11,434
+108
| +1% | +$1.81K | 0.05% | 187 |
|
|
2022
Q1 | $214K | Buy |
11,326
+444
| +4% | +$8.39K | 0.05% | 199 |
|
|
2021
Q4 | $173K | Buy |
10,882
+112
| +1% | +$1.78K | 0.04% | 197 |
|
|
2021
Q3 | $180K | Sell |
10,770
-2,119
| -16% | -$35.4K | 0.05% | 189 |
|
|
2021
Q2 | $235K | Buy |
12,889
+51
| +0.4% | +$930 | 0.07% | 179 |
|
|
2021
Q1 | $214K | Buy |
+12,838
| New | +$214K | 0.07% | 171 |
|
|
2019
Q1 | – | Sell |
-8,331
| Closed | -$128K | – | 276 |
|
|
2018
Q4 | $128K | Buy |
+8,331
| New | +$128K | 0.1% | 149 |
|