Financial Synergies Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,475
| Closed | -$45.4K | – | 271 |
|
|
2024
Q1 | $45.4K | Buy |
2,475
+1,166
| +89% | +$21.4K | 0.01% | 132 |
|
|
2023
Q4 | $23.7K | Sell |
1,309
-1,137
| -46% | -$20.6K | ﹤0.01% | 127 |
|
|
2023
Q3 | $40.6K | Buy |
2,446
+6
| +0.2% | +$99 | 0.01% | 122 |
|
|
2023
Q2 | $42K | Sell |
2,440
-337
| -12% | -$5.8K | 0.01% | 117 |
|
|
2023
Q1 | $48.6K | Buy |
2,777
+1,468
| +112% | +$25.7K | 0.01% | 111 |
|
|
2022
Q4 | $23.7K | Buy |
1,309
+1,176
| +884% | +$21.3K | ﹤0.01% | 127 |
|
|
2022
Q3 | $2.21K | Hold |
133
| – | – | ﹤0.01% | 221 |
|
|
2022
Q2 | $2.23K | Buy |
+133
| New | +$2.23K | ﹤0.01% | 226 |
|