OWM
OneAscent Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,236
| Closed | -$176K | – | 172 |
|
|
2023
Q2 | $176K | Buy |
10,236
+176
| +2% | +$3.03K | 0.08% | 98 |
|
|
2023
Q1 | $176K | Sell |
10,060
-1,168
| -10% | -$20.4K | 0.07% | 177 |
|
|
2022
Q4 | $203K | Buy |
11,228
+318
| +3% | +$5.75K | 0.1% | 154 |
|
|
2022
Q3 | $182K | Buy |
+10,910
| New | +$182K | 0.1% | 146 |
|
|
2022
Q2 | – | Sell |
-25,173
| Closed | -$476K | – | 210 |
|
|
2022
Q1 | $476K | Buy |
+25,173
| New | +$476K | 0.24% | 83 |
|