SDAM
Shulman DeMeo Asset Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
7,376
| – | – | 0.05% | 110 |
|
|
2025
Q1 | $210K | Hold |
7,376
| – | – | 0.06% | 107 |
|
|
2024
Q4 | $202K | Buy |
+7,376
| New | +$202K | 0.05% | 108 |
|
|
2022
Q4 | – | Sell |
-10,256
| Closed | -$171K | – | 135 |
|
|
2022
Q3 | $171K | Sell |
10,256
-37
| -0.4% | -$617 | 0.06% | 123 |
|
|
2022
Q2 | $173K | Sell |
10,293
-7
| -0.1% | -$118 | 0.06% | 129 |
|
|
2022
Q1 | $195K | Sell |
10,300
-3,370
| -25% | -$63.8K | 0.05% | 138 |
|
|
2021
Q4 | $217K | Buy |
+13,670
| New | +$217K | 0.06% | 137 |
|
|
2021
Q3 | – | Sell |
-17,429
| Closed | -$318K | – | 110 |
|
|
2021
Q2 | $318K | Buy |
17,429
+51
| +0.3% | +$931 | 0.12% | 48 |
|
|
2021
Q1 | $289K | Sell |
17,378
-56
| -0.3% | -$931 | 0.08% | 108 |
|
|
2020
Q4 | $238K | Buy |
17,434
+65
| +0.4% | +$887 | 0.07% | 120 |
|
|
2020
Q3 | $214K | Buy |
17,369
+2,328
| +15% | +$28.7K | 0.07% | 105 |
|
|
2020
Q2 | $228K | Buy |
15,041
+148
| +1% | +$2.24K | 0.09% | 97 |
|
|
2020
Q1 | $207K | Sell |
14,893
-1,292
| -8% | -$18K | 0.1% | 87 |
|
|
2019
Q4 | $343K | Sell |
16,185
-3,338
| -17% | -$70.7K | 0.12% | 90 |
|
|
2019
Q3 | $402K | Buy |
19,523
+46
| +0.2% | +$947 | 0.13% | 77 |
|
|
2019
Q2 | $407K | Buy |
19,477
+1,555
| +9% | +$32.5K | 0.15% | 74 |
|
|
2019
Q1 | $359K | Buy |
17,922
+38
| +0.2% | +$761 | 0.14% | 75 |
|
|
2018
Q4 | $275K | Buy |
+17,884
| New | +$275K | 0.15% | 51 |
|