Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.26K | Hold |
46
| – | – | ﹤0.01% | 641 |
|
|
2024
Q3 | $1.02K | Hold |
46
| – | – | ﹤0.01% | 643 |
|
|
2024
Q2 | $914 | Sell |
46
-164
| -78% | -$3.26K | ﹤0.01% | 619 |
|
|
2024
Q1 | $3.85K | Buy |
210
+164
| +357% | +$3.01K | ﹤0.01% | 552 |
|
|
2023
Q4 | $811 | Hold |
46
| – | – | ﹤0.01% | 636 |
|
|
2023
Q3 | $763 | Hold |
46
| – | – | ﹤0.01% | 638 |
|
|
2023
Q2 | $792 | Sell |
46
-1,315
| -97% | -$22.6K | ﹤0.01% | 646 |
|
|
2023
Q1 | $23.8K | Sell |
1,361
-347
| -20% | -$6.08K | 0.01% | 374 |
|
|
2022
Q4 | $30.9K | Sell |
1,708
-127
| -7% | -$2.3K | 0.01% | 351 |
|
|
2022
Q3 | $31K | Buy |
1,835
+31
| +2% | +$524 | 0.01% | 354 |
|
|
2022
Q2 | $30K | Buy |
1,804
+3
| +0.2% | +$50 | 0.01% | 350 |
|
|
2022
Q1 | $34K | Sell |
1,801
-2,425
| -57% | -$45.8K | 0.01% | 327 |
|
|
2021
Q4 | $67K | Buy |
4,226
+902
| +27% | +$14.3K | 0.02% | 246 |
|
|
2021
Q3 | $56K | Buy |
3,324
+1,427
| +75% | +$24K | 0.01% | 250 |
|
|
2021
Q2 | $35K | Buy |
1,897
+2
| +0.1% | +$37 | 0.01% | 326 |
|
|
2021
Q1 | $32 | Sell |
1,895
-436
| -19% | -$7 | 0.01% | 336 |
|
|
2020
Q4 | $32K | Sell |
2,331
-2,486
| -52% | -$34.1K | 0.01% | 309 |
|
|
2020
Q3 | $63K | Sell |
4,817
-295
| -6% | -$3.86K | 0.02% | 204 |
|
|
2020
Q2 | $78K | Sell |
5,112
-289
| -5% | -$4.41K | 0.03% | 185 |
|
|
2020
Q1 | $75K | Buy |
5,401
+134
| +3% | +$1.86K | 0.03% | 172 |
|
|
2019
Q4 | $111K | Buy |
+5,267
| New | +$111K | 0.05% | 166 |
|