AWA
Aaron Wealth Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
8,864
-429
| -5% | -$12.6K | 0.03% | 393 |
|
|
2025
Q1 | $265K | Buy |
9,293
+1,329
| +17% | +$37.9K | 0.03% | 361 |
|
|
2024
Q4 | $218K | Buy |
+7,964
| New | +$218K | 0.03% | 414 |
|
|
2022
Q2 | – | Sell |
-32,109
| Closed | -$1.7M | – | 532 |
|
|
2022
Q1 | $1.7M | Buy |
+32,109
| New | +$1.7M | 0.02% | 260 |
|
|
2021
Q1 | – | Sell |
-10,787
| Closed | -$147K | – | 162 |
|
|
2020
Q4 | $147K | Buy |
+10,787
| New | +$147K | 0.05% | 128 |
|