Omnia Family Wealth’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-338
| Closed | -$7K | – | 324 |
|
|
2019
Q1 | $7K | Hold |
338
| – | – | ﹤0.01% | 286 |
|
|
2018
Q4 | $5K | Sell |
338
-4
| -1% | -$59 | ﹤0.01% | 290 |
|
|
2018
Q3 | $6K | Buy |
+342
| New | +$6K | ﹤0.01% | 293 |
|
|
2018
Q2 | – | Sell |
-89
| Closed | -$1K | – | 589 |
|
|
2018
Q1 | $1K | Sell |
89
-839
| -90% | -$9.43K | ﹤0.01% | 550 |
|
|
2017
Q4 | $17K | Buy |
928
+310
| +50% | +$5.68K | 0.01% | 246 |
|
|
2017
Q3 | $12K | Sell |
618
-185
| -23% | -$3.59K | 0.01% | 252 |
|
|
2017
Q2 | $15K | Buy |
803
+236
| +42% | +$4.41K | 0.01% | 239 |
|
|
2017
Q1 | $12K | Sell |
567
-1,381
| -71% | -$29.2K | 0.01% | 258 |
|
|
2016
Q4 | $40K | Buy |
+1,948
| New | +$40K | 0.02% | 170 |
|