OWA
Outlook Wealth Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,896
| Closed | -$227K | – | 273 |
|
|
2023
Q4 | $227K | Sell |
12,896
-146
| -1% | -$2.58K | 0.08% | 212 |
|
|
2023
Q3 | $216K | Buy |
13,042
+1,000
| +8% | +$16.6K | 0.08% | 190 |
|
|
2023
Q2 | $207K | Hold |
12,042
| – | – | 0.08% | 191 |
|
|
2023
Q1 | $211K | Sell |
12,042
-1,200
| -9% | -$21K | 0.09% | 174 |
|
|
2022
Q4 | $239K | Buy |
+13,242
| New | +$239K | 0.11% | 154 |
|
|
2019
Q1 | – | Sell |
-2,213
| Closed | -$340K | – | 165 |
|
|
2018
Q4 | $340K | Buy |
+2,213
| New | +$340K | 0.16% | 139 |
|