TruWealth Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,980
| Closed | -$292K | – | 154 |
|
|
2023
Q2 | $292K | Sell |
16,980
-32,047
| -65% | -$552K | 0.03% | 119 |
|
|
2023
Q1 | $858K | Buy |
49,027
+196
| +0.4% | +$3.43K | 0.08% | 76 |
|
|
2022
Q4 | $883K | Buy |
48,831
+1,127
| +2% | +$20.4K | 0.09% | 78 |
|
|
2022
Q3 | $794K | Buy |
47,704
+2,159
| +5% | +$35.9K | 0.08% | 76 |
|
|
2022
Q2 | $763K | Buy |
45,545
+25,624
| +129% | +$429K | 0.08% | 69 |
|
|
2022
Q1 | $377K | Buy |
19,921
+2,976
| +18% | +$56.3K | 0.04% | 83 |
|
|
2021
Q4 | $269K | Buy |
+16,945
| New | +$269K | 0.03% | 104 |
|