Atlas Private Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,753
| Closed | -$112K | – | 253 |
|
|
2021
Q1 | $112K | Sell |
6,753
-780
| -10% | -$12.9K | 0.07% | 144 |
|
|
2020
Q4 | $103K | Sell |
7,533
-540
| -7% | -$7.38K | 0.07% | 149 |
|
|
2020
Q3 | $100K | Buy |
8,073
+62
| +0.8% | +$768 | 0.08% | 146 |
|
|
2020
Q2 | $122K | Buy |
8,011
+59
| +0.7% | +$899 | 0.1% | 136 |
|
|
2020
Q1 | $111K | Sell |
7,952
-725
| -8% | -$10.1K | 0.1% | 139 |
|
|
2019
Q4 | $184K | Buy |
+8,677
| New | +$184K | 0.14% | 127 |
|