V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,716
| Closed | -$202K | – | 249 |
|
|
2023
Q2 | $202K | Buy |
11,716
+220
| +2% | +$3.79K | 0.03% | 363 |
|
|
2023
Q1 | $201K | Sell |
11,496
-876
| -7% | -$15.3K | 0.04% | 363 |
|
|
2022
Q4 | $224K | Buy |
12,372
+977
| +9% | +$17.7K | 0.05% | 320 |
|
|
2022
Q3 | $190K | Buy |
11,395
+300
| +3% | +$5K | 0.04% | 353 |
|
|
2022
Q2 | $186K | Hold |
11,095
| – | – | 0.04% | 392 |
|
|
2022
Q1 | $210K | Sell |
11,095
-330
| -3% | -$6.25K | 0.03% | 416 |
|
|
2021
Q4 | $181K | Buy |
11,425
+301
| +3% | +$4.77K | 0.03% | 438 |
|
|
2021
Q3 | $187K | Sell |
11,124
-2,125
| -16% | -$35.7K | 0.03% | 448 |
|
|
2021
Q2 | $241K | Buy |
13,249
+658
| +5% | +$12K | 0.04% | 411 |
|
|
2021
Q1 | $210K | Sell |
12,591
-45
| -0.4% | -$751 | 0.04% | 398 |
|
|
2020
Q4 | $173K | Buy |
+12,636
| New | +$173K | 0.04% | 371 |
|
|
2017
Q3 | – | Sell |
-4,151
| Closed | -$81K | – | 481 |
|
|
2017
Q2 | $81K | Buy |
+4,151
| New | +$81K | 0.04% | 258 |
|