Wealthspan Partners’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
7,642
-87
-1% -$2.56K 0.09% 108
2025
Q1
$220K Sell
7,729
-196
-2% -$5.59K 0.1% 103
2024
Q4
$217K Buy
+7,925
New +$217K 0.1% 101