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 |
|