LWA
Lowe Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.2K | Hold |
177
| – | – | ﹤0.01% | 281 |
|
2025
Q1 | $5.05K | Hold |
177
| – | – | ﹤0.01% | 284 |
|
2024
Q4 | $4.85K | Buy |
+177
| New | +$4.85K | ﹤0.01% | 280 |
|
2017
Q4 | – | Sell |
-213
| Closed | -$4K | – | 261 |
|
2017
Q3 | $4K | Buy |
+213
| New | +$4K | ﹤0.01% | 192 |
|
2015
Q4 | – | Sell |
-500
| Closed | -$14K | – | 242 |
|
2015
Q3 | $14K | Sell |
500
-2,014
| -80% | -$56.4K | 0.01% | 105 |
|
2015
Q2 | $97K | Hold |
2,514
| – | – | 0.07% | 45 |
|
2015
Q1 | $106K | Buy |
2,514
+102
| +4% | +$4.3K | 0.07% | 43 |
|
2014
Q4 | $102K | Buy |
+2,412
| New | +$102K | 0.07% | 44 |
|