MPS Loria Financial Planners’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-977
| Closed | -$16K | – | 357 |
|
|
2021
Q1 | $16K | Hold |
977
| – | – | 0.01% | 254 |
|
|
2020
Q4 | $13K | Buy |
977
+173
| +22% | +$2.3K | 0.01% | 277 |
|
|
2020
Q3 | $10K | Hold |
804
| – | – | 0.01% | 240 |
|
|
2020
Q2 | $12K | Buy |
+804
| New | +$12K | 0.01% | 238 |
|
|
2017
Q3 | – | Sell |
-804
| Closed | -$15K | – | 218 |
|
|
2017
Q2 | $15K | Buy |
+804
| New | +$15K | 0.01% | 261 |
|