OFS
OneAscent Financial Services’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,496
| Closed | -$241K | – | 221 |
|
|
2022
Q3 | $241K | Sell |
14,496
-351
| -2% | -$5.84K | 0.1% | 156 |
|
|
2022
Q2 | $249K | Sell |
14,847
-4,957
| -25% | -$83.1K | 0.11% | 176 |
|
|
2022
Q1 | $375K | Buy |
19,804
+789
| +4% | +$14.9K | 0.27% | 63 |
|
|
2021
Q4 | $302K | Buy |
+19,015
| New | +$302K | 0.58% | 77 |
|