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