Simplicity Wealth’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,208
Closed -$234K 634
2025
Q1
$234K Buy
+8,208
New +$234K 0.02% 481
2024
Q3
Sell
-27,478
Closed -$546K 874
2024
Q2
$546K Buy
27,478
+586
+2% +$11.6K 0.01% 718
2024
Q1
$493K Buy
+26,892
New +$493K 0.01% 735