WealthPLAN Partners’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 |
-2,539
| Closed | -$43.7K | – | 749 |
|
|
2023
Q2 | $43.7K | Sell |
2,539
-500
| -16% | -$8.61K | 0.01% | 531 |
|
|
2023
Q1 | $53.2K | Buy |
+3,039
| New | +$53.2K | 0.01% | 540 |
|
|
2020
Q1 | – | Sell |
-12,304
| Closed | -$269K | – | 269 |
|
|
2019
Q4 | $269K | Buy |
12,304
+578
| +5% | +$12.6K | 0.03% | 212 |
|
|
2019
Q3 | $239K | Buy |
11,726
+241
| +2% | +$4.91K | 0.03% | 216 |
|
|
2019
Q2 | $236K | Sell |
11,485
-43
| -0.4% | -$884 | 0.04% | 211 |
|
|
2019
Q1 | $232K | Sell |
11,528
-172
| -1% | -$3.46K | 0.04% | 229 |
|
|
2018
Q4 | $220K | Hold |
11,700
| – | – | 0.04% | 235 |
|
|
2018
Q3 | $198K | Sell |
11,700
-1,071
| -8% | -$18.1K | 0.04% | 240 |
|
|
2018
Q2 | $226K | Sell |
12,771
-66
| -0.5% | -$1.17K | 0.05% | 227 |
|
|
2018
Q1 | $193K | Buy |
12,837
+753
| +6% | +$11.3K | 0.04% | 254 |
|
|
2017
Q4 | $218K | Sell |
12,084
-6,267
| -34% | -$113K | 0.06% | 191 |
|
|
2017
Q3 | $352K | Sell |
18,351
-2,421
| -12% | -$46.4K | 0.1% | 137 |
|
|
2017
Q2 | $398K | Buy |
20,772
+19,042
| +1,101% | +$365K | 0.11% | 118 |
|
|
2017
Q1 | $37.1K | Buy |
+1,730
| New | +$37.1K | 0.13% | 137 |
|
|
2016
Q3 | $70.4K | Sell |
3,163
-2,950
| -48% | -$65.7K | 0.02% | 278 |
|
|
2016
Q2 | $60.3K | Buy |
+6,113
| New | +$60.3K | 0.01% | 824 |
|
|
2015
Q4 | $30.3K | Buy |
+5,608
| New | +$30.3K | ﹤0.01% | 762 |
|
|
2015
Q2 | $30K | Sell |
791
-400
| -34% | -$15.2K | 0.01% | 225 |
|
|
2015
Q1 | $51K | Buy |
+1,191
| New | +$51K | 0.02% | 238 |
|