DWA

Dougherty Wealth Advisers’s Kinder Morgan KMI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-800	Closed	-$14K	–	127
2023 Q1	$14K	Hold	800	–	–	0.02%	116
2022 Q4	$14.5K	Hold	800	–	–	0.02%	118
2022 Q3	$13K	Hold	800	–	–	0.03%	114
2022 Q2	$13K	Hold	800	–	–	0.02%	112
2022 Q1	$15K	Hold	800	–	–	0.02%	115
2021 Q4	$13K	Hold	800	–	–	0.02%	127
2021 Q3	$13K	Hold	800	–	–	0.02%	129
2021 Q2	$15K	Hold	800	–	–	0.02%	123
2021 Q1	$13K	Hold	800	–	–	0.02%	120
2020 Q4	$11K	Hold	800	–	–	0.02%	136
2020 Q3	$10K	Hold	800	–	–	0.03%	143
2020 Q2	$12K	Hold	800	–	–	0.04%	146
2020 Q1	$11K	Hold	800	–	–	0.04%	149
2019 Q4	$17K	Hold	800	–	–	0.05%	154
2019 Q3	$16K	Buy	+800	New	+$16K	0.05%	155
2019 Q2	–	Sell	-800	Closed	-$16K	–	251
2019 Q1	$16K	Hold	800	–	–	0.05%	161
2018 Q4	$14K	Buy	+800	New	+$14K	0.05%	172