Verdence Capital Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-12,449
| Closed | -$341K | – | 660 |
|
2024
Q4 | $341K | Buy |
+12,449
| New | +$341K | 0.03% | 468 |
|
2023
Q1 | – | Sell |
-23,578
| Closed | -$426K | – | 555 |
|
2022
Q4 | $426K | Sell |
23,578
-2,459
| -9% | -$44.5K | 0.05% | 305 |
|
2022
Q3 | $433K | Sell |
26,037
-10,512
| -29% | -$175K | 0.06% | 305 |
|
2022
Q2 | $613K | Sell |
36,549
-7,257
| -17% | -$122K | 0.08% | 256 |
|
2022
Q1 | $828K | Buy |
43,806
+5,969
| +16% | +$113K | 0.09% | 221 |
|
2021
Q4 | $600K | Buy |
37,837
+151
| +0.4% | +$2.39K | 0.07% | 255 |
|
2021
Q3 | $630K | Buy |
37,686
+7,020
| +23% | +$117K | 0.08% | 236 |
|
2021
Q2 | $559K | Buy |
+30,666
| New | +$559K | 0.08% | 236 |
|