Independent Solutions Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,965
| Closed | -$240K | – | 215 |
|
|
2023
Q2 | $240K | Sell |
13,965
-1,282
| -8% | -$22.1K | 0.06% | 190 |
|
|
2023
Q1 | $267K | Hold |
15,247
| – | – | 0.08% | 176 |
|
|
2022
Q4 | $276K | Sell |
15,247
-710
| -4% | -$12.8K | 0.08% | 174 |
|
|
2022
Q3 | $266K | Buy |
15,957
+211
| +1% | +$3.51K | 0.09% | 176 |
|
|
2022
Q2 | $264K | Buy |
+15,746
| New | +$264K | 0.08% | 175 |
|