Mount Yale Investment Advisors’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
$94.3K Buy
+3,206
New +$94.3K 0.01% 671
2018
Q4
Sell
-9,294
Closed -$163K 548
2018
Q3
$163K Sell
9,294
-601
-6% -$10.5K 0.03% 320
2018
Q2
$175K Buy
9,895
+310
+3% +$5.48K 0.03% 318
2018
Q1
$144K Buy
+9,585
New +$144K 0.03% 346