Prio Wealth Limited Partnership’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,988
| Closed | -$257K | – | 267 |
|
|
2024
Q1 | $257K | Buy |
+13,988
| New | +$257K | 0.01% | 241 |
|
|
2021
Q4 | – | Sell |
-13,185
| Closed | -$221K | – | 274 |
|
|
2021
Q3 | $221K | Hold |
13,185
| – | – | 0.01% | 261 |
|
|
2021
Q2 | $240K | Buy |
13,185
+2,692
| +26% | +$49K | 0.01% | 257 |
|
|
2021
Q1 | $175K | Hold |
10,493
| – | – | 0.01% | 272 |
|
|
2020
Q4 | $143K | Sell |
10,493
-6,988
| -40% | -$95.2K | 0.01% | 274 |
|
|
2020
Q3 | $216K | Sell |
17,481
-6
| -0% | -$74 | 0.01% | 253 |
|
|
2020
Q2 | $265K | Sell |
17,487
-970
| -5% | -$14.7K | 0.01% | 220 |
|
|
2020
Q1 | $257K | Hold |
18,457
| – | – | 0.01% | 210 |
|
|
2019
Q4 | $391K | Sell |
18,457
-7,956
| -30% | -$169K | 0.02% | 198 |
|
|
2019
Q3 | $544K | Buy |
26,413
+4,691
| +22% | +$96.6K | 0.02% | 170 |
|
|
2019
Q2 | $453K | Sell |
21,722
-832
| -4% | -$17.4K | 0.02% | 179 |
|
|
2019
Q1 | $451K | Sell |
22,554
-1,125
| -5% | -$22.5K | 0.02% | 179 |
|
|
2018
Q4 | $364K | Sell |
23,679
-726
| -3% | -$11.2K | 0.02% | 178 |
|
|
2018
Q3 | $432K | Sell |
24,405
-159
| -0.6% | -$2.82K | 0.02% | 180 |
|
|
2018
Q2 | $434K | Sell |
24,564
-440
| -2% | -$7.77K | 0.02% | 176 |
|
|
2018
Q1 | $376K | Sell |
25,004
-1,066
| -4% | -$16K | 0.02% | 180 |
|
|
2017
Q4 | $471K | Sell |
26,070
-1,640
| -6% | -$29.6K | 0.02% | 175 |
|
|
2017
Q3 | $531K | Hold |
27,710
| – | – | 0.03% | 166 |
|
|
2017
Q2 | $530K | Sell |
27,710
-930
| -3% | -$17.8K | 0.03% | 166 |
|
|
2017
Q1 | $622K | Buy |
28,640
+955
| +3% | +$20.7K | 0.03% | 162 |
|
|
2016
Q4 | $573K | Sell |
27,685
-5,279
| -16% | -$109K | 0.03% | 166 |
|
|
2016
Q3 | $762K | Sell |
32,964
-83
| -0.3% | -$1.92K | 0.04% | 156 |
|
|
2016
Q2 | $618K | Sell |
33,047
-946
| -3% | -$17.7K | 0.03% | 161 |
|
|
2016
Q1 | $607K | Buy |
33,993
+750
| +2% | +$13.4K | 0.03% | 161 |
|
|
2015
Q4 | $496K | Sell |
33,243
-45,980
| -58% | -$686K | 0.03% | 176 |
|
|
2015
Q3 | $2.19M | Buy |
79,223
+672
| +0.9% | +$18.6K | 0.12% | 110 |
|
|
2015
Q2 | $3.02M | Sell |
78,551
-9,075
| -10% | -$348K | 0.16% | 104 |
|
|
2015
Q1 | $3.69M | Buy |
87,626
+1,272
| +1% | +$53.5K | 0.18% | 97 |
|
|
2014
Q4 | $3.65M | Buy |
86,354
+66,379
| +332% | +$2.81M | 0.18% | 98 |
|
|
2014
Q3 | $765K | Buy |
+19,975
| New | +$765K | 0.04% | 151 |
|
|
2014
Q1 | – | Sell |
-10,636
| Closed | -$382K | – | 254 |
|
|
2013
Q4 | $382K | Sell |
10,636
-1,200
| -10% | -$43.1K | 0.02% | 195 |
|
|
2013
Q3 | $421K | Buy |
11,836
+1,200
| +11% | +$42.7K | 0.02% | 182 |
|
|
2013
Q2 | $405K | Buy |
+10,636
| New | +$405K | 0.02% | 182 |
|