Wealthcare Capital Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5
| Closed | – | – | 380 |
|
|
2021
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 758 |
|
|
2020
Q1 | – | Sell |
-190
| Closed | -$4K | – | 464 |
|
|
2019
Q4 | $4K | Buy |
+190
| New | +$4K | ﹤0.01% | 306 |
|
|
2016
Q4 | – | Sell |
-1,034
| Closed | -$24K | – | 205 |
|
|
2016
Q3 | $24K | Hold |
1,034
| – | – | ﹤0.01% | 97 |
|
|
2016
Q2 | $19K | Hold |
1,034
| – | – | ﹤0.01% | 99 |
|
|
2016
Q1 | $18K | Hold |
1,034
| – | – | ﹤0.01% | 109 |
|
|
2015
Q4 | $15K | Hold |
1,034
| – | – | ﹤0.01% | 131 |
|
|
2015
Q3 | $29K | Sell |
1,034
-85
| -8% | -$2.38K | ﹤0.01% | 111 |
|
|
2015
Q2 | $43K | Sell |
1,119
-261
| -19% | -$10K | 0.01% | 114 |
|
|
2015
Q1 | $58K | Buy |
1,380
+346
| +33% | +$14.5K | 0.01% | 219 |
|
|
2014
Q4 | $44K | Buy |
+1,034
| New | +$44K | 0.01% | 90 |
|