PWAG
Polaris Wealth Advisory Group’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,175
| Closed | -$21K | – | 310 |
|
|
2018
Q3 | $21K | Buy |
1,175
+721
| +159% | +$12.9K | ﹤0.01% | 323 |
|
|
2018
Q2 | $7K | Hold |
454
| – | – | ﹤0.01% | 213 |
|
|
2018
Q1 | $7K | Buy |
+454
| New | +$7K | ﹤0.01% | 386 |
|
|
2016
Q1 | – | Sell |
-13,809
| Closed | -$206K | – | 127 |
|
|
2015
Q4 | $206K | Buy |
+13,809
| New | +$206K | 0.03% | 137 |
|