Heritage Wealth Management (Arizona)’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $22.6K | Buy |
1,252
+626
| +100% | +$11.3K | ﹤0.01% | 643 |
|
|
2022
Q3 | $10K | Buy |
626
+46
| +8% | +$735 | ﹤0.01% | 651 |
|
|
2022
Q2 | $9.72K | Hold |
580
| – | – | ﹤0.01% | 669 |
|
|
2022
Q1 | $11K | Buy |
+580
| New | +$11K | ﹤0.01% | 695 |
|
|
2021
Q3 | $10K | Buy |
580
+145
| +33% | +$2.5K | ﹤0.01% | 655 |
|
|
2021
Q2 | $8K | Hold |
435
| – | – | ﹤0.01% | 687 |
|
|
2021
Q1 | $7K | Buy |
+435
| New | +$7K | ﹤0.01% | 609 |
|