CWA
Clarus Wealth Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Hold |
9,300
| – | – | 0.12% | 76 |
|
|
2025
Q1 | $244K | Buy |
+9,300
| New | +$244K | 0.13% | 81 |
|
|
2019
Q3 | – | Sell |
-95
| Closed | -$2K | – | 376 |
|
|
2019
Q2 | $2K | Sell |
95
-1,246
| -93% | -$26.2K | ﹤0.01% | 561 |
|
|
2019
Q1 | $27K | Sell |
1,341
-228
| -15% | -$4.59K | 0.02% | 380 |
|
|
2018
Q4 | $24K | Buy |
1,569
+14
| +0.9% | +$214 | 0.04% | 376 |
|
|
2018
Q3 | $28K | Sell |
1,555
-859
| -36% | -$15.5K | 0.02% | 383 |
|
|
2018
Q2 | $36K | Buy |
+2,414
| New | +$36K | 0.03% | 333 |
|