Number of Shares
5,400.00
Current Holdings Value*
$154,060.00
% of Portfolio
3.14%
Total Estimate Gain
$61,697.00
% of Total Estimate Gain
58.63%

Baywood ValuePlus Fund's Kinder Morgan Inc Holding Summary

As of 2025-03-31, FORUM FUNDS II held 5,400.00 shares of Kinder Morgan Inc(KMI), totaling $154,060.00. This investment constitutes 3.14% of their stock portfolio, and FORUM FUNDS II now holds 0% of the outstanding Kinder Morgan Inc(KMI) stock.

The initial trade took place in 2020Q1. And since then Baywood ValuePlus Fund has made 7 purchases of KMI, at an average price of $16.97, for a total of 6,200.00 shares. In addition, there have been 1 sales at an average price of $27.69 for 800.00 shares. Based on historical transaction data and KMI's current price of $26.81, Baywood ValuePlus Fund's estimated gain on his KMI holdings is $61,697.00, reflecting a 58.63% gain to date.

Baywood ValuePlus Fund KMI ($26.81) Holding Chart

Baywood ValuePlus Fund KMI ($26.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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