Liberty Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-829
| Closed | -$14K | – | 678 |
|
|
2021
Q3 | $14K | Buy |
829
+193
| +30% | +$3.26K | 0.01% | 745 |
|
|
2021
Q2 | $12K | Sell |
636
-499
| -44% | -$9.42K | ﹤0.01% | 611 |
|
|
2021
Q1 | $15K | Hold |
1,135
| – | – | 0.01% | 515 |
|
|
2020
Q4 | $15K | Buy |
1,135
+192
| +20% | +$2.54K | 0.01% | 513 |
|
|
2020
Q3 | $12K | Sell |
943
-2,052
| -69% | -$26.1K | 0.01% | 489 |
|
|
2020
Q2 | $45K | Sell |
2,995
-199
| -6% | -$2.99K | 0.03% | 235 |
|
|
2020
Q1 | $44K | Buy |
3,194
+921
| +41% | +$12.7K | 0.04% | 226 |
|
|
2019
Q4 | $48K | Sell |
2,273
-119
| -5% | -$2.51K | 0.04% | 257 |
|
|
2019
Q3 | $49K | Sell |
2,392
-812
| -25% | -$16.6K | 0.05% | 231 |
|
|
2019
Q2 | $67K | Buy |
3,204
+1,573
| +96% | +$32.9K | 0.06% | 207 |
|
|
2019
Q1 | $32K | Buy |
1,631
+216
| +15% | +$4.24K | 0.02% | 276 |
|
|
2018
Q4 | $21K | Buy |
+1,415
| New | +$21K | 0.02% | 317 |
|