Rockbridge Investment Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-578
| Closed | -$10.2K | – | 392 |
|
|
2023
Q4 | $10.2K | Buy |
+578
| New | +$10.2K | ﹤0.01% | 399 |
|
|
2022
Q3 | – | Sell |
-578
| Closed | -$9.69K | – | 369 |
|
|
2022
Q2 | $9.69K | Sell |
578
-1,313
| -69% | -$22K | ﹤0.01% | 366 |
|
|
2022
Q1 | $36.4K | Buy |
1,891
+154
| +9% | +$2.96K | 0.01% | 339 |
|
|
2021
Q4 | $28K | Buy |
1,737
+20
| +1% | +$322 | ﹤0.01% | 434 |
|
|
2021
Q3 | $29K | Buy |
1,717
+20
| +1% | +$338 | ﹤0.01% | 394 |
|
|
2021
Q2 | $31K | Buy |
1,697
+18
| +1% | +$329 | 0.01% | 383 |
|
|
2021
Q1 | $28K | Buy |
1,679
+21
| +1% | +$350 | 0.01% | 369 |
|
|
2020
Q4 | $23K | Buy |
1,658
+23
| +1% | +$319 | ﹤0.01% | 398 |
|
|
2020
Q3 | $20K | Sell |
1,635
-279
| -15% | -$3.41K | ﹤0.01% | 382 |
|
|
2020
Q2 | $29K | Buy |
+1,914
| New | +$29K | 0.01% | 293 |
|