GWA
Guidant Wealth Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $168K | Buy |
8,142
+100
| +1% | +$2.06K | 0.06% | 115 |
|
|
2019
Q2 | $168K | Hold |
8,042
| – | – | 0.06% | 116 |
|
|
2019
Q1 | $161K | Buy |
+8,042
| New | +$161K | 0.06% | 118 |
|
|
2018
Q4 | – | Sell |
-9,475
| Closed | -$172K | – | 269 |
|
|
2018
Q3 | $172K | Sell |
9,475
-113
| -1% | -$2.05K | 0.07% | 44 |
|
|
2018
Q2 | $167K | Sell |
9,588
-390
| -4% | -$6.79K | 0.07% | 44 |
|
|
2018
Q1 | $148K | Buy |
+9,978
| New | +$148K | 0.07% | 45 |
|