PWA
Phoenix Wealth Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,020
| Closed | -$200K | – | 114 |
|
|
2022
Q3 | $200K | Hold |
12,020
| – | – | 0.2% | 105 |
|
|
2022
Q2 | $201K | Hold |
12,020
| – | – | 0.2% | 107 |
|
|
2022
Q1 | $229K | Hold |
12,020
| – | – | 0.24% | 86 |
|
|
2021
Q4 | $191K | Sell |
12,020
-900
| -7% | -$14.3K | 0.14% | 120 |
|
|
2021
Q3 | $216K | Hold |
12,920
| – | – | 0.16% | 110 |
|
|
2021
Q2 | $238K | Hold |
12,920
| – | – | 0.17% | 106 |
|
|
2021
Q1 | $218K | Hold |
12,920
| – | – | 0.17% | 109 |
|
|
2020
Q4 | $177K | Buy |
+12,920
| New | +$177K | 0.13% | 115 |
|