Edge Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,135
| Closed | -$34K | – | 283 |
|
|
2021
Q4 | $34K | Hold |
2,135
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $36K | Hold |
2,135
| – | – | 0.01% | 203 |
|
|
2021
Q2 | $39K | Hold |
2,135
| – | – | 0.01% | 208 |
|
|
2021
Q1 | $36K | Hold |
2,135
| – | – | 0.01% | 214 |
|
|
2020
Q4 | $29K | Buy |
2,135
+500
| +31% | +$6.79K | 0.01% | 215 |
|
|
2020
Q3 | $20K | Buy |
1,635
+1,135
| +227% | +$13.9K | ﹤0.01% | 261 |
|
|
2020
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 490 |
|
|
2020
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 431 |
|
|
2019
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 414 |
|
|
2019
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 404 |
|
|
2019
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 407 |
|
|
2019
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 395 |
|
|
2018
Q4 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 423 |
|
|
2016
Q3 | – | Sell |
-26
| Closed | – | – | 497 |
|
|
2016
Q2 | $0 | Sell |
26
-5
| -16% | – | ﹤0.01% | 467 |
|
|
2016
Q1 | $1K | Sell |
31
-5,000
| -99% | -$161K | ﹤0.01% | 409 |
|
|
2015
Q4 | $75K | Buy |
5,031
+4,351
| +640% | +$64.9K | 0.03% | 160 |
|
|
2015
Q3 | $18K | Buy |
680
+8
| +1% | +$212 | 0.01% | 243 |
|
|
2015
Q2 | $26K | Buy |
672
+106
| +19% | +$4.1K | 0.01% | 233 |
|
|
2015
Q1 | $24K | Sell |
566
-75
| -12% | -$3.18K | 0.01% | 240 |
|
|
2014
Q4 | $27K | Buy |
641
+116
| +22% | +$4.89K | 0.01% | 239 |
|
|
2014
Q3 | $20K | Buy |
+525
| New | +$20K | 0.01% | 258 |
|