Cypress Wealth Services’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,222
| Closed | -$249K | – | 257 |
|
|
2023
Q1 | $249K | Buy |
+14,222
| New | +$249K | 0.07% | 203 |
|
|
2020
Q2 | – | Sell |
-10,027
| Closed | -$140K | – | 282 |
|
|
2020
Q1 | $140K | Buy |
10,027
+6
| +0.1% | +$84 | 0.04% | 235 |
|
|
2019
Q4 | $212K | Buy |
10,021
+2
| +0% | +$42 | 0.05% | 237 |
|
|
2019
Q3 | $207K | Buy |
10,019
+290
| +3% | +$5.99K | 0.06% | 234 |
|
|
2019
Q2 | $203K | Buy |
+9,729
| New | +$203K | 0.06% | 244 |
|
|
2018
Q1 | – | Sell |
-10,800
| Closed | -$195K | – | 202 |
|
|
2017
Q4 | $195K | Buy |
+10,800
| New | +$195K | 0.08% | 195 |
|