Lenox Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $71K | Buy |
3,621
+37
| +1% | +$725 | 0.01% | 202 |
|
|
2021
Q4 | $57K | Sell |
3,584
-13
| -0.4% | -$207 | 0.01% | 240 |
|
|
2021
Q3 | $60K | Sell |
3,597
-617
| -15% | -$10.3K | 0.01% | 211 |
|
|
2021
Q2 | $77K | Buy |
4,214
+365
| +9% | +$6.67K | 0.01% | 173 |
|
|
2021
Q1 | $64K | Buy |
3,849
+276
| +8% | +$4.59K | 0.01% | 160 |
|
|
2020
Q4 | $49K | Buy |
3,573
+13
| +0.4% | +$178 | 0.01% | 185 |
|
|
2020
Q3 | $44K | Hold |
3,560
| – | – | 0.01% | 179 |
|
|
2020
Q2 | $54K | Hold |
3,560
| – | – | 0.01% | 154 |
|
|
2020
Q1 | $50K | Sell |
3,560
-18
| -0.5% | -$253 | 0.01% | 137 |
|
|
2019
Q4 | $76K | Buy |
3,578
+18
| +0.5% | +$382 | 0.01% | 134 |
|
|
2019
Q3 | $73K | Buy |
+3,560
| New | +$73K | 0.01% | 132 |
|
|
2015
Q4 | – | Sell |
-48
| Closed | -$1K | – | 539 |
|
|
2015
Q3 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 384 |
|
|
2014
Q1 | – | Sell |
-75
| Closed | -$3K | – | 275 |
|
|
2013
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 271 |
|
|
2013
Q3 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 205 |
|