LWP
Legacy Wealth Planning’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $242K | Sell |
14,532
-1,757
| -11% | -$29.3K | 0.4% | 57 |
|
|
2022
Q2 | $273K | Buy |
16,289
+401
| +3% | +$6.72K | 0.39% | 60 |
|
|
2022
Q1 | $300K | Buy |
15,888
+2
| +0% | +$38 | 0.35% | 58 |
|
|
2021
Q4 | $252K | Buy |
15,886
+2
| +0% | +$32 | 0.29% | 74 |
|
|
2021
Q3 | $266K | Buy |
15,884
+2
| +0% | +$33 | 0.3% | 77 |
|
|
2021
Q2 | $290K | Buy |
15,882
+2
| +0% | +$37 | 0.33% | 66 |
|
|
2021
Q1 | $264K | Buy |
15,880
+4,002
| +34% | +$66.5K | 0.34% | 66 |
|
|
2020
Q4 | $162K | Buy |
11,878
+2
| +0% | +$27 | 0.21% | 83 |
|
|
2020
Q3 | $146K | Buy |
11,876
+2
| +0% | +$25 | 0.17% | 76 |
|
|
2020
Q2 | $180K | Buy |
11,874
+10,692
| +905% | +$162K | 0.21% | 75 |
|
|
2020
Q1 | $165K | Sell |
1,182
-10,689
| -90% | -$1.49M | 0.26% | 67 |
|
|
2019
Q4 | $251K | Buy |
+11,871
| New | +$251K | 0.28% | 61 |
|