CWM
Cedar Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28K | Buy |
+179
| New | +$5.28K | ﹤0.01% | 187 |
|
|
2019
Q4 | – | Sell |
-950
| Closed | -$20K | – | 176 |
|
|
2019
Q3 | $20K | Sell |
950
-260
| -21% | -$5.47K | 0.01% | 119 |
|
|
2019
Q2 | $25K | Hold |
1,210
| – | – | 0.02% | 133 |
|
|
2019
Q1 | $24K | Sell |
1,210
-320
| -21% | -$6.35K | 0.02% | 128 |
|
|
2018
Q4 | $24K | Hold |
1,530
| – | – | 0.02% | 111 |
|
|
2018
Q3 | $27K | Sell |
1,530
-560
| -27% | -$9.88K | 0.01% | 104 |
|
|
2018
Q2 | $37K | Sell |
2,090
-3,410
| -62% | -$60.4K | 0.02% | 89 |
|
|
2018
Q1 | $83K | Buy |
+5,500
| New | +$83K | 0.05% | 82 |
|
|
2017
Q4 | – | Sell |
-10,620
| Closed | -$204K | – | 140 |
|
|
2017
Q3 | $204K | Hold |
10,620
| – | – | 0.12% | 49 |
|
|
2017
Q2 | $203K | Buy |
10,620
+1,220
| +13% | +$23.3K | 0.13% | 50 |
|
|
2017
Q1 | $204K | Buy |
+9,400
| New | +$204K | 0.13% | 50 |
|