Legacy Wealth Planning’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$242K Sell
2022
Q2
$273K Buy
2022
Q1
$300K Buy
2021
Q4
$252K Buy
2021
Q3
$266K Buy
2021
Q2
$290K Buy
2021
Q1
$264K Buy
2020
Q4
$162K Buy
2020
Q3
$146K Buy
2020
Q2
$180K Buy
2020
Q1
$165K Sell
2019
Q4
$251K Buy