APWA
Atlas Private Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $358K | Buy |
12,167
+228
| +2% | +$6.7K | 0.05% | 142 |
|
2025
Q1 | $341K | Buy |
11,939
+185
| +2% | +$5.28K | 0.05% | 134 |
|
2024
Q4 | $322K | Buy |
11,754
+2
| +0% | +$55 | 0.05% | 127 |
|
2024
Q3 | $260K | Buy |
11,752
+4
| +0% | +$88 | 0.04% | 138 |
|
2024
Q2 | $233K | Buy |
+11,748
| New | +$233K | 0.04% | 141 |
|
2024
Q1 | – | Sell |
-18,538
| Closed | -$327K | – | 143 |
|
2023
Q4 | $327K | Buy |
18,538
+2,066
| +13% | +$36.4K | 0.06% | 113 |
|
2023
Q3 | $273K | Buy |
+16,472
| New | +$273K | 0.05% | 152 |
|
2021
Q4 | – | Sell |
-348
| Closed | -$6K | – | 457 |
|
2021
Q3 | $6K | Hold |
348
| – | – | ﹤0.01% | 534 |
|
2021
Q2 | $6K | Buy |
348
+103
| +42% | +$1.78K | ﹤0.01% | 547 |
|
2021
Q1 | $4K | Hold |
245
| – | – | ﹤0.01% | 646 |
|
2020
Q4 | $3K | Hold |
245
| – | – | ﹤0.01% | 594 |
|
2020
Q3 | $3K | Hold |
245
| – | – | ﹤0.01% | 534 |
|
2020
Q2 | $4K | Buy |
+245
| New | +$4K | ﹤0.01% | 533 |
|