Schwarz Dygos Wheeler 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,555
| Closed | -$302K | – | 140 |
|
|
2023
Q2 | $302K | Sell |
17,555
-1,225
| -7% | -$21.1K | 0.1% | 110 |
|
|
2023
Q1 | $329K | Hold |
18,780
| – | – | 0.12% | 99 |
|
|
2022
Q4 | $340K | Sell |
18,780
-1,350
| -7% | -$24.4K | 0.13% | 95 |
|
|
2022
Q3 | $335K | Hold |
20,130
| – | – | 0.15% | 85 |
|
|
2022
Q2 | $337K | Sell |
20,130
-100
| -0.5% | -$1.67K | 0.14% | 90 |
|
|
2022
Q1 | $383K | Hold |
20,230
| – | – | 0.13% | 94 |
|
|
2021
Q4 | $321K | Buy |
20,230
+600
| +3% | +$9.52K | 0.11% | 104 |
|
|
2021
Q3 | $328K | Hold |
19,630
| – | – | 0.12% | 100 |
|
|
2021
Q2 | $358K | Sell |
19,630
-1,050
| -5% | -$19.1K | 0.13% | 90 |
|
|
2021
Q1 | $344K | Buy |
20,680
+575
| +3% | +$9.57K | 0.14% | 89 |
|
|
2020
Q4 | $275K | Sell |
20,105
-150
| -0.7% | -$2.05K | 0.13% | 90 |
|
|
2020
Q3 | $250K | Sell |
20,255
-375
| -2% | -$4.63K | 0.14% | 79 |
|
|
2020
Q2 | $293K | Buy |
20,630
+927
| +5% | +$13.2K | 0.19% | 66 |
|
|
2020
Q1 | $274K | Buy |
19,703
+975
| +5% | +$13.6K | 0.23% | 61 |
|
|
2019
Q4 | $396K | Buy |
18,728
+1,375
| +8% | +$29.1K | 0.27% | 56 |
|
|
2019
Q3 | $358K | Buy |
17,353
+82
| +0.5% | +$1.69K | 0.28% | 57 |
|
|
2019
Q2 | $361K | Buy |
17,271
+7
| +0% | +$146 | 0.3% | 55 |
|
|
2019
Q1 | $345K | Buy |
17,264
+1,330
| +8% | +$26.6K | 0.3% | 56 |
|
|
2018
Q4 | $245K | Buy |
+15,934
| New | +$245K | 0.26% | 56 |
|