SOA Wealth Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-233
| Closed | -$4K | – | 924 |
|
|
2022
Q1 | $4K | Hold |
233
| – | – | ﹤0.01% | 717 |
|
|
2021
Q4 | $3K | Hold |
233
| – | – | ﹤0.01% | 729 |
|
|
2021
Q3 | $3K | Hold |
233
| – | – | ﹤0.01% | 749 |
|
|
2021
Q2 | $4K | Buy |
233
+136
| +140% | +$2.34K | ﹤0.01% | 693 |
|
|
2021
Q1 | $1K | Buy |
97
+71
| +273% | +$732 | ﹤0.01% | 774 |
|
|
2020
Q4 | $0 | Buy |
+26
| New | – | ﹤0.01% | 843 |
|