ProVise Management Group’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,553
| Closed | -$220K | – | 352 |
|
|
2023
Q1 | $220K | Buy |
12,553
+90
| +0.7% | +$1.58K | 0.02% | 320 |
|
|
2022
Q4 | $225K | Sell |
12,463
-1,914
| -13% | -$34.6K | 0.02% | 290 |
|
|
2022
Q3 | $239K | Buy |
14,377
+110
| +0.8% | +$1.83K | 0.03% | 271 |
|
|
2022
Q2 | $239K | Buy |
14,267
+1,220
| +9% | +$20.4K | 0.03% | 289 |
|
|
2022
Q1 | $247K | Sell |
13,047
-56
| -0.4% | -$1.06K | 0.02% | 318 |
|
|
2021
Q4 | $208K | Buy |
13,103
+255
| +2% | +$4.05K | 0.02% | 367 |
|
|
2021
Q3 | $215K | Sell |
12,848
-391
| -3% | -$6.54K | 0.02% | 344 |
|
|
2021
Q2 | $241K | Sell |
13,239
-129
| -1% | -$2.35K | 0.02% | 337 |
|
|
2021
Q1 | $223K | Buy |
13,368
+18
| +0.1% | +$300 | 0.02% | 318 |
|
|
2020
Q4 | $182K | Buy |
13,350
+24
| +0.2% | +$327 | 0.02% | 324 |
|
|
2020
Q3 | $164K | Sell |
13,326
-1,277
| -9% | -$15.7K | 0.02% | 279 |
|
|
2020
Q2 | $222K | Buy |
14,603
+21
| +0.1% | +$319 | 0.03% | 249 |
|
|
2020
Q1 | $203K | Sell |
14,582
-1,777
| -11% | -$24.7K | 0.03% | 240 |
|
|
2019
Q4 | $346K | Sell |
16,359
-1,189
| -7% | -$25.1K | 0.04% | 230 |
|
|
2019
Q3 | $362K | Sell |
17,548
-489
| -3% | -$10.1K | 0.05% | 226 |
|
|
2019
Q2 | $377K | Buy |
18,037
+867
| +5% | +$18.1K | 0.05% | 229 |
|
|
2019
Q1 | $344K | Buy |
17,170
+266
| +2% | +$5.33K | 0.05% | 225 |
|
|
2018
Q4 | $260K | Buy |
16,904
+177
| +1% | +$2.72K | 0.04% | 245 |
|
|
2018
Q3 | $297K | Sell |
16,727
-1,128
| -6% | -$20K | 0.04% | 267 |
|
|
2018
Q2 | $316 | Buy |
17,855
+1,242
| +7% | +$22 | 0.02% | 260 |
|
|
2018
Q1 | $250K | Sell |
16,613
-529
| -3% | -$7.96K | 0.04% | 266 |
|
|
2017
Q4 | $310K | Sell |
17,142
-796
| -4% | -$14.4K | 0.04% | 256 |
|
|
2017
Q3 | $344K | Sell |
17,938
-7,699
| -30% | -$148K | 0.05% | 244 |
|
|
2017
Q2 | $491K | Sell |
25,637
-24,715
| -49% | -$473K | 0.07% | 211 |
|
|
2017
Q1 | $1.1M | Buy |
50,352
+255
| +0.5% | +$5.55K | 0.18% | 133 |
|
|
2016
Q4 | $1.04M | Sell |
50,097
-12,633
| -20% | -$262K | 0.18% | 140 |
|
|
2016
Q3 | $1.45M | Sell |
62,730
-1,574
| -2% | -$36.4K | 0.25% | 116 |
|
|
2016
Q2 | $1.2M | Buy |
+64,304
| New | +$1.2M | 0.22% | 121 |
|