REDW Wealth’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-14,413
| Closed | -$297K | – | 85 |
|
|
2019
Q3 | $297K | Buy |
14,413
+2,500
| +21% | +$51.5K | 0.17% | 61 |
|
|
2019
Q2 | $248K | Buy |
11,913
+400
| +3% | +$8.33K | 0.15% | 69 |
|
|
2019
Q1 | $230K | Hold |
11,513
| – | – | 0.14% | 73 |
|
|
2018
Q4 | $177K | Buy |
+11,513
| New | +$177K | 0.12% | 76 |
|
|
2017
Q1 | – | Sell |
-10,095
| Closed | -$209K | – | 74 |
|
|
2016
Q4 | $209K | Buy |
+10,095
| New | +$209K | 0.24% | 69 |
|