LWM
LBA Wealth Management’s Kinder Morgan KMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $39K | Buy |
1,813
+1,000
| +123% | +$21.5K | 0.02% | 219 |
|
2016
Q4 | $17K | Hold |
813
| – | – | 0.01% | 276 |
|
2016
Q3 | $19K | Hold |
813
| – | – | 0.01% | 264 |
|
2016
Q2 | $15K | Buy |
813
+500
| +160% | +$9.23K | 0.01% | 274 |
|
2016
Q1 | $6K | Buy |
+313
| New | +$6K | ﹤0.01% | 337 |
|