SFA
Source Financial Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,360
| Closed | -$183K | – | 124 |
|
|
2023
Q4 | $183K | Sell |
10,360
-428
| -4% | -$7.55K | 0.06% | 122 |
|
|
2023
Q3 | $179K | Buy |
10,788
+257
| +2% | +$4.26K | 0.06% | 121 |
|
|
2023
Q2 | $181K | Buy |
10,531
+322
| +3% | +$5.55K | 0.06% | 129 |
|
|
2023
Q1 | $179K | Sell |
10,209
-7,987
| -44% | -$140K | 0.06% | 120 |
|
|
2022
Q4 | $329K | Buy |
18,196
+20
| +0.1% | +$362 | 0.12% | 95 |
|
|
2022
Q3 | $302K | Sell |
18,176
-1,268
| -7% | -$21.1K | 0.12% | 89 |
|
|
2022
Q2 | $326K | Buy |
19,444
+324
| +2% | +$5.43K | 0.13% | 93 |
|
|
2022
Q1 | $362K | Buy |
+19,120
| New | +$362K | 0.11% | 91 |
|