Summit Wealth & Retirement Planning’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,057
| Closed | -$211K | – | 83 |
|
|
2023
Q1 | $211K | Sell |
12,057
-10,874
| -47% | -$190K | 0.08% | 101 |
|
|
2022
Q4 | $415K | Sell |
22,931
-143
| -0.6% | -$2.59K | 0.17% | 71 |
|
|
2022
Q3 | $384K | Hold |
23,074
| – | – | 0.15% | 78 |
|
|
2022
Q2 | $387K | Sell |
23,074
-300
| -1% | -$5.03K | 0.15% | 80 |
|
|
2022
Q1 | $442K | Sell |
23,374
-253
| -1% | -$4.78K | 0.16% | 72 |
|
|
2021
Q4 | $375K | Sell |
23,627
-3,091
| -12% | -$49.1K | 0.13% | 74 |
|
|
2021
Q3 | $447K | Sell |
26,718
-16,014
| -37% | -$268K | 0.16% | 62 |
|
|
2021
Q2 | $779K | Sell |
42,732
-10,666
| -20% | -$194K | 0.29% | 53 |
|
|
2021
Q1 | $889K | Buy |
+53,398
| New | +$889K | 0.33% | 48 |
|