PWM
Prentice Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-944
| Closed | -$16K | – | 135 |
|
|
2022
Q2 | $16K | Buy |
+944
| New | +$16K | 0.02% | 93 |
|
|
2021
Q4 | – | Sell |
-3,463
| Closed | -$58K | – | 207 |
|
|
2021
Q3 | $58K | Sell |
3,463
-1
| -0% | -$17 | 0.03% | 170 |
|
|
2021
Q2 | $63K | Hold |
3,464
| – | – | 0.03% | 167 |
|
|
2021
Q1 | $58K | Buy |
+3,464
| New | +$58K | 0.03% | 164 |
|