SWS
SYSTM Wealth Solutions’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-504
| Closed | -$10K | – | 377 |
|
|
2024
Q2 | $10K | Sell |
504
-91,193
| -99% | -$1.81M | ﹤0.01% | 481 |
|
|
2024
Q1 | $1.68M | Sell |
91,697
-4,872
| -5% | -$89.4K | 0.21% | 137 |
|
|
2023
Q4 | $1.7M | Buy |
96,569
+8,286
| +9% | +$146K | 0.24% | 124 |
|
|
2023
Q3 | $1.46M | Sell |
88,283
-9,573
| -10% | -$159K | 0.23% | 124 |
|
|
2023
Q2 | $1.69M | Sell |
97,856
-3,554
| -4% | -$61.2K | 0.23% | 120 |
|
|
2023
Q1 | $1.78M | Sell |
101,410
-1,021
| -1% | -$17.9K | 0.27% | 93 |
|
|
2022
Q4 | $1.85M | Buy |
+102,431
| New | +$1.85M | 0.23% | 122 |
|