GWM
Gupta Wealth Management’s Kinder Morgan KMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $167K | Buy |
9,378
+8,034
| +598% | +$143K | 0.04% | 268 |
|
2015
Q4 | $20K | Sell |
1,344
-14,434
| -91% | -$215K | 0.01% | 662 |
|
2015
Q3 | $437K | Buy |
15,778
+3,607
| +30% | +$99.9K | 0.11% | 151 |
|
2015
Q2 | $467K | Sell |
12,171
-20,443
| -63% | -$784K | 0.11% | 155 |
|
2015
Q1 | $1.37M | Buy |
+32,614
| New | +$1.37M | 0.4% | 62 |
|