VA
Valmark Advisers’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
11,367
+109
| +1% | +$3.21K | ﹤0.01% | 519 |
|
|
2025
Q1 | $321K | Sell |
11,258
-200
| -2% | -$5.71K | ﹤0.01% | 502 |
|
|
2024
Q4 | $314K | Buy |
11,458
+14
| +0.1% | +$384 | ﹤0.01% | 501 |
|
|
2024
Q3 | $253K | Sell |
11,444
-938
| -8% | -$20.7K | ﹤0.01% | 528 |
|
|
2024
Q2 | $246K | Buy |
12,382
+98
| +0.8% | +$1.95K | ﹤0.01% | 510 |
|
|
2024
Q1 | $225K | Buy |
12,284
+450
| +4% | +$8.25K | ﹤0.01% | 505 |
|
|
2023
Q4 | $209K | Hold |
11,834
| – | – | ﹤0.01% | 482 |
|
|
2023
Q3 | $196K | Hold |
11,834
| – | – | ﹤0.01% | 464 |
|
|
2023
Q2 | $204K | Sell |
11,834
-190
| -2% | -$3.27K | ﹤0.01% | 462 |
|
|
2023
Q1 | $211K | Sell |
12,024
-2,522
| -17% | -$44.2K | ﹤0.01% | 453 |
|
|
2022
Q4 | $263K | Hold |
14,546
| – | – | 0.01% | 388 |
|
|
2022
Q3 | $242K | Sell |
14,546
-119
| -0.8% | -$1.98K | ﹤0.01% | 376 |
|
|
2022
Q2 | $246K | Buy |
14,665
+1,278
| +10% | +$21.4K | ﹤0.01% | 373 |
|
|
2022
Q1 | $253K | Buy |
13,387
+938
| +8% | +$17.7K | ﹤0.01% | 390 |
|
|
2021
Q4 | $197K | Buy |
12,449
+644
| +5% | +$10.2K | ﹤0.01% | 399 |
|
|
2021
Q3 | $197K | Hold |
11,805
| – | – | ﹤0.01% | 381 |
|
|
2021
Q2 | $215K | Hold |
11,805
| – | – | ﹤0.01% | 367 |
|
|
2021
Q1 | $197K | Buy |
+11,805
| New | +$197K | ﹤0.01% | 365 |
|
|
2020
Q2 | – | Sell |
-11,043
| Closed | -$154K | – | 274 |
|
|
2020
Q1 | $154K | Sell |
11,043
-1,416
| -11% | -$19.7K | ﹤0.01% | 224 |
|
|
2019
Q4 | $264K | Buy |
12,459
+104
| +0.8% | +$2.2K | 0.01% | 207 |
|
|
2019
Q3 | $255K | Buy |
12,355
+2,446
| +25% | +$50.5K | 0.01% | 213 |
|
|
2019
Q2 | $207K | Buy |
+9,909
| New | +$207K | ﹤0.01% | 219 |
|
|
2018
Q2 | – | Sell |
-11,343
| Closed | -$171K | – | 191 |
|
|
2018
Q1 | $171K | Sell |
11,343
-516
| -4% | -$7.78K | ﹤0.01% | 188 |
|
|
2017
Q4 | $214K | Buy |
+11,859
| New | +$214K | ﹤0.01% | 179 |
|
|
2016
Q4 | – | Sell |
-9,224
| Closed | -$213K | – | 76 |
|
|
2016
Q3 | $213K | Buy |
+9,224
| New | +$213K | 0.01% | 71 |
|
|
2015
Q4 | – | Sell |
-9,224
| Closed | -$255K | – | 68 |
|
|
2015
Q3 | $255K | Sell |
9,224
-54
| -0.6% | -$1.49K | 0.01% | 53 |
|
|
2015
Q2 | $356K | Sell |
9,278
-130
| -1% | -$4.99K | 0.01% | 47 |
|
|
2015
Q1 | $396K | Buy |
9,408
+274
| +3% | +$11.5K | 0.01% | 47 |
|
|
2014
Q4 | $386K | Buy |
+9,134
| New | +$386K | 0.01% | 46 |
|