RGT Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $178K | Buy |
10,675
+100
| +0.9% | +$1.67K | 0.03% | 73 |
|
|
2022
Q2 | $177K | Sell |
10,575
-597
| -5% | -$9.99K | 0.03% | 81 |
|
|
2022
Q1 | $211K | Buy |
11,172
+597
| +6% | +$11.3K | 0.03% | 75 |
|
|
2021
Q4 | $168K | Hold |
10,575
| – | – | 0.03% | 98 |
|
|
2021
Q3 | $177K | Hold |
10,575
| – | – | 0.03% | 53 |
|
|
2021
Q2 | $193K | Sell |
10,575
-416
| -4% | -$7.59K | 0.03% | 55 |
|
|
2021
Q1 | $183K | Buy |
10,991
+251
| +2% | +$4.18K | 0.04% | 58 |
|
|
2020
Q4 | $147K | Buy |
10,740
+25
| +0.2% | +$342 | 0.03% | 69 |
|
|
2020
Q3 | $132K | Hold |
10,715
| – | – | 0.03% | 39 |
|
|
2020
Q2 | $163K | Hold |
10,715
| – | – | 0.05% | 39 |
|
|
2020
Q1 | $149K | Buy |
+10,715
| New | +$149K | 0.1% | 29 |
|
|
2017
Q1 | – | Sell |
-11,971
| Closed | -$248K | – | 118 |
|
|
2016
Q4 | $248K | Buy |
11,971
+2,119
| +22% | +$43.9K | 0.14% | 91 |
|
|
2016
Q3 | $228K | Buy |
+9,852
| New | +$228K | 0.14% | 95 |
|