Wealth Effects’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,468
| Closed | -$207K | – | 232 |
|
|
2023
Q3 | $207K | Sell |
12,468
-6,219
| -33% | -$103K | 0.1% | 164 |
|
|
2023
Q2 | $322K | Sell |
18,687
-5,133
| -22% | -$88.4K | 0.14% | 127 |
|
|
2023
Q1 | $417K | Sell |
23,820
-7,304
| -23% | -$128K | 0.21% | 111 |
|
|
2022
Q4 | $563K | Buy |
31,124
+4,541
| +17% | +$82.1K | 0.32% | 73 |
|
|
2022
Q3 | $442K | Sell |
26,583
-759
| -3% | -$12.6K | 0.27% | 87 |
|
|
2022
Q2 | $458K | Buy |
27,342
+541
| +2% | +$9.06K | 0.28% | 85 |
|
|
2022
Q1 | $507K | Sell |
26,801
-209
| -0.8% | -$3.95K | 0.24% | 90 |
|
|
2021
Q4 | $428K | Buy |
+27,010
| New | +$428K | 0.18% | 113 |
|