CPWM
Cypress Point Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-915
| Closed | -$15K | – | 99 |
|
|
2021
Q3 | $15K | Buy |
915
+15
| +2% | +$246 | 0.01% | 103 |
|
|
2021
Q2 | $16K | Buy |
900
+12
| +1% | +$213 | 0.01% | 116 |
|
|
2021
Q1 | $15K | Buy |
888
+15
| +2% | +$253 | 0.02% | 70 |
|
|
2020
Q4 | $12K | Buy |
+873
| New | +$12K | 0.02% | 149 |
|