JPLA
Joseph P. Lucia & Associates’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,531
| Closed | -$26K | – | 285 |
|
|
2022
Q2 | $26K | Buy |
1,531
+17
| +1% | +$289 | 0.02% | 224 |
|
|
2022
Q1 | $29K | Buy |
+1,514
| New | +$29K | 0.02% | 229 |
|
|
2021
Q4 | – | Sell |
-1,643
| Closed | -$27K | – | 356 |
|
|
2021
Q3 | $27K | Buy |
1,643
+18
| +1% | +$296 | 0.02% | 273 |
|
|
2021
Q2 | $30K | Buy |
1,625
+16
| +1% | +$295 | 0.02% | 267 |
|
|
2021
Q1 | $27K | Buy |
1,609
+20
| +1% | +$336 | 0.01% | 266 |
|
|
2020
Q4 | $22K | Buy |
+1,589
| New | +$22K | 0.02% | 262 |
|
|
2020
Q3 | – | Sell |
-1,550
| Closed | -$24K | – | 290 |
|
|
2020
Q2 | $24K | Hold |
1,550
| – | – | 0.02% | 229 |
|
|
2020
Q1 | $22K | Hold |
1,550
| – | – | 0.02% | 221 |
|
|
2019
Q4 | $33K | Hold |
1,550
| – | – | 0.03% | 207 |
|
|
2019
Q3 | $32K | Hold |
1,550
| – | – | 0.03% | 208 |
|
|
2019
Q2 | $32K | Sell |
1,550
-8,061
| -84% | -$166K | 0.03% | 211 |
|
|
2019
Q1 | $482 | Buy |
+9,611
| New | +$482 | 0.04% | 165 |
|