Stockman Wealth Management’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-12,410
Closed -$197K 208
2021
Q4
$197K Sell
12,410
-9,787
-44% -$155K 0.04% 202
2021
Q3
$371K Hold
22,197
0.08% 138
2021
Q2
$405K Buy
22,197
+956
+5% +$17.4K 0.1% 130
2021
Q1
$354K Hold
21,241
0.1% 129
2020
Q4
$290K Sell
21,241
-2,287
-10% -$31.2K 0.09% 138
2020
Q3
$290K Sell
23,528
-297
-1% -$3.66K 0.11% 121
2020
Q2
$361K Sell
23,825
-391
-2% -$5.92K 0.14% 110
2020
Q1
$337K Sell
24,216
-1,162
-5% -$16.2K 0.15% 102
2019
Q4
$537K Buy
25,378
+2,449
+11% +$51.8K 0.19% 88
2019
Q3
$473K Sell
22,929
-151
-0.7% -$3.12K 0.18% 94
2019
Q2
$482K Sell
23,080
-655
-3% -$13.7K 0.2% 91
2019
Q1
$475K Sell
23,735
-5,728
-19% -$115K 0.21% 89
2018
Q4
$453K Sell
29,463
-1,767
-6% -$27.2K 0.22% 89
2018
Q3
$554K Sell
31,230
-4,417
-12% -$78.4K 0.24% 76
2018
Q2
$630K Sell
35,647
-10,344
-22% -$183K 0.29% 70
2018
Q1
$693K Sell
45,991
-1,719
-4% -$25.9K 0.32% 70
2017
Q4
$862K Buy
47,710
+13,156
+38% +$238K 0.39% 64
2017
Q3
$663K Buy
34,554
+6,287
+22% +$121K 0.32% 71
2017
Q2
$542K Buy
28,267
+800
+3% +$15.3K 0.54% 62
2017
Q1
$597K Sell
27,467
-6,538
-19% -$142K 0.34% 61
2016
Q4
$704K Buy
34,005
+2,247
+7% +$46.5K 0.43% 55
2016
Q3
$735K Buy
31,758
+16,733
+111% +$387K 0.46% 56
2016
Q2
$281K Buy
15,025
+500
+3% +$9.35K 0.22% 60
2016
Q1
$259K Buy
14,525
+76
+0.5% +$1.36K 0.21% 65
2015
Q4
$216K Buy
14,449
+5,510
+62% +$82.4K 0.17% 75
2015
Q3
$247K Buy
8,939
+2,038
+30% +$56.3K 0.21% 74
2015
Q2
$265K Sell
6,901
-1,018
-13% -$39.1K 0.23% 68
2015
Q1
$333K Sell
7,919
-1,450
-15% -$61K 0.28% 66
2014
Q4
$396K Buy
+9,369
New +$396K 0.34% 64