MGWM
Marks Group Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-70,394
| Closed | -$1.23M | – | 282 |
|
|
2023
Q1 | $1.23M | Buy |
70,394
+5,954
| +9% | +$104K | 0.16% | 148 |
|
|
2022
Q4 | $1.17M | Buy |
64,440
+6,099
| +10% | +$110K | 0.16% | 150 |
|
|
2022
Q3 | $971K | Buy |
58,341
+7,046
| +14% | +$117K | 0.15% | 155 |
|
|
2022
Q2 | $860K | Buy |
51,295
+8,215
| +19% | +$138K | 0.12% | 177 |
|
|
2022
Q1 | $814K | Buy |
+43,080
| New | +$814K | 0.1% | 186 |
|