EWA
Evolution Wealth Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,892
| Closed | -$23K | – | 608 |
|
|
2020
Q3 | $23K | Buy |
+1,892
| New | +$23K | 0.01% | 258 |
|
|
2020
Q2 | – | Sell |
-366
| Closed | -$5K | – | 556 |
|
|
2020
Q1 | $5K | Buy |
366
+61
| +20% | +$833 | ﹤0.01% | 254 |
|
|
2019
Q4 | $6K | Sell |
305
-61
| -17% | -$1.2K | ﹤0.01% | 374 |
|
|
2019
Q3 | $8K | Buy |
366
+78
| +27% | +$1.71K | ﹤0.01% | 213 |
|
|
2019
Q2 | $6K | Buy |
+288
| New | +$6K | ﹤0.01% | 242 |
|