Waldron Private Wealth’s Kinder Morgan KMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-26,484	Closed	-$368K	–	269
2020 Q1	$368K	Sell	26,484 -45,119	-63%	-$627K	0.04%	169
2019 Q4	$1.52M	Buy	71,603 +120	+0.2%	+$2.54K	0.14%	88
2019 Q3	$1.47M	Buy	+71,483	New	+$1.47M	0.15%	84