WealthPLAN Partners’s Kinder Morgan KMI Stock Holding History

WealthPLAN Partners’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,539	Closed	-$43.7K	–	749
2023 Q2	$43.7K	Sell	2,539 -500	-16%	-$8.49K	0.01%	531
2023 Q1	$53.2K	Buy	+3,039	New	+$54.1K	0.01%	540
2020 Q1	–	Sell	-12,304	Closed	-$269K	–	272
2019 Q4	$269K	Buy	12,304 +578	+5%	+$11.7K	0.03%	212
2019 Q3	$239K	Buy	11,726 +241	+2%	+$4.95K	0.03%	216
2019 Q2	$236K	Sell	11,485 -43	-0.4%	-$867	0.04%	211
2019 Q1	$232K	Sell	11,528 -172	-1%	-$3.21K	0.04%	229
2018 Q4	$220K	Hold	11,700	–	–	0.04%	235
2018 Q3	$198K	Sell	11,700 -1,071	-8%	-$19.1K	0.04%	240
2018 Q2	$226K	Sell	12,771 -66	-0.5%	-$1.08K	0.05%	227
2018 Q1	$193K	Buy	12,837 +753	+6%	+$13K	0.04%	254
2017 Q4	$218K	Sell	12,084 -6,267	-34%	-$112K	0.06%	191
2017 Q3	$352K	Sell	18,351 -2,421	-12%	-$47.2K	0.1%	137
2017 Q2	$398K	Buy	20,772 +19,042	+1,101%	+$379K	0.11%	118
2017 Q1	$37.1K	Buy	+1,730	New	+$37.8K	0.13%	137
2016 Q3	$70.4K	Sell	3,163 -2,950	-48%	-$62.5K	0.02%	278
2016 Q2	$60.3K	Buy	+6,113	New	+$109K	0.01%	824
2015 Q4	$30.3K	Buy	+5,608	New	+$134K	﹤0.01%	762
2015 Q2	$30K	Sell	791 -400	-34%	-$16.7K	0.01%	225
2015 Q1	$51K	Buy	+1,191	New	+$49.3K	0.02%	238

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return