Northwest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,262
| Closed | -$171K | – | 146 |
|
|
2022
Q3 | $171K | Buy |
+10,262
| New | +$171K | 0.08% | 134 |
|
|
2020
Q1 | – | Sell |
-13,043
| Closed | -$276K | – | 105 |
|
|
2019
Q4 | $276K | Sell |
13,043
-35,571
| -73% | -$753K | 0.25% | 81 |
|
|
2019
Q3 | $1M | Sell |
48,614
-6,620
| -12% | -$136K | 0.82% | 37 |
|
|
2019
Q2 | $1.15M | Sell |
55,234
-9,211
| -14% | -$192K | 0.93% | 33 |
|
|
2019
Q1 | $1.29M | Sell |
64,445
-1,873
| -3% | -$37.5K | 0.97% | 24 |
|
|
2018
Q4 | $1.02M | Buy |
66,318
+48,200
| +266% | +$741K | 0.86% | 30 |
|
|
2018
Q3 | $321K | Buy |
18,118
+377
| +2% | +$6.68K | 0.24% | 85 |
|
|
2018
Q2 | $313K | Buy |
17,741
+11,366
| +178% | +$201K | 0.24% | 80 |
|
|
2018
Q1 | $96K | Buy |
+6,375
| New | +$96K | 0.07% | 152 |
|