WWA
WCG Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $500K | Sell |
16,999
-459
| -3% | -$13.5K | 0.03% | 292 |
|
2025
Q1 | $498K | Buy |
17,458
+1,113
| +7% | +$31.8K | 0.04% | 240 |
|
2024
Q4 | $448K | Sell |
16,345
-48
| -0.3% | -$1.32K | 0.03% | 270 |
|
2024
Q3 | $362K | Buy |
16,393
+1,560
| +11% | +$34.4K | 0.02% | 291 |
|
2024
Q2 | $295K | Buy |
+14,833
| New | +$295K | 0.02% | 266 |
|