Lucia Wealth Services’s Kinder Morgan KMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-39,126	Closed	-$828K	–	200
2019 Q4	$828K	Buy	39,126 +1,251	+3%	+$26.5K	0.25%	69
2019 Q3	$781K	Buy	37,875 +7,886	+26%	+$163K	0.26%	66
2019 Q2	$626K	Buy	+29,989	New	+$626K	0.22%	72