Hefty Wealth Partners’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-367
| Closed | -$7K | – | 264 |
|
|
2017
Q4 | $7K | Hold |
367
| – | – | ﹤0.01% | 199 |
|
|
2017
Q3 | $7K | Buy |
+367
| New | +$7K | ﹤0.01% | 193 |
|
|
2016
Q4 | – | Sell |
-495
| Closed | -$11K | – | 249 |
|
|
2016
Q3 | $11K | Hold |
495
| – | – | 0.01% | 168 |
|
|
2016
Q2 | $9K | Hold |
495
| – | – | 0.01% | 148 |
|
|
2016
Q1 | $8K | Hold |
495
| – | – | 0.01% | 159 |
|
|
2015
Q4 | $7K | Buy |
+495
| New | +$7K | 0.01% | 152 |
|