Meristem Family Wealth’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$377K Sell
19,960
-2,102
-10% -$39.7K 0.04% 228
2021
Q4
$350K Sell
22,062
-6,886
-24% -$109K 0.03% 279
2021
Q3
$484K Buy
28,948
+10,888
+60% +$182K 0.05% 232
2021
Q2
$329K Buy
+18,060
New +$329K 0.05% 241