SWM
Selective 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 |
-109
| Closed | -$2K | – | 802 |
|
|
2022
Q2 | $2K | Hold |
109
| – | – | ﹤0.01% | 699 |
|
|
2022
Q1 | $2K | Buy |
+109
| New | +$2K | ﹤0.01% | 663 |
|
|
2021
Q4 | – | Sell |
-5,000
| Closed | -$84K | – | 681 |
|
|
2021
Q3 | $84K | Buy |
+5,000
| New | +$84K | 0.04% | 203 |
|
|
2021
Q2 | – | Sell |
-563
| Closed | -$9K | – | 522 |
|
|
2021
Q1 | $9K | Buy |
+563
| New | +$9K | 0.01% | 267 |
|