WealthSource Partners’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,727
| Closed | -$202K | – | 600 |
|
|
2021
Q4 | $202K | Sell |
12,727
-2,611
| -17% | -$41.4K | 0.02% | 522 |
|
|
2021
Q3 | $257K | Buy |
15,338
+1,331
| +10% | +$22.3K | 0.02% | 433 |
|
|
2021
Q2 | $255K | Buy |
+14,007
| New | +$255K | 0.02% | 398 |
|
|
2019
Q3 | – | Sell |
-14,831
| Closed | -$310K | – | 449 |
|
|
2019
Q2 | $310K | Buy |
+14,831
| New | +$310K | 0.05% | 328 |
|
|
2019
Q1 | – | Sell |
-30,301
| Closed | -$466K | – | 357 |
|
|
2018
Q4 | $466K | Buy |
30,301
+12,710
| +72% | +$195K | 0.13% | 153 |
|
|
2018
Q3 | $312K | Buy |
17,591
+757
| +4% | +$13.4K | 0.08% | 212 |
|
|
2018
Q2 | $297K | Buy |
16,834
+337
| +2% | +$5.95K | 0.08% | 213 |
|
|
2018
Q1 | $248K | Buy |
16,497
+1,450
| +10% | +$21.8K | 0.08% | 237 |
|
|
2017
Q4 | $272K | Buy |
15,047
+505
| +3% | +$9.13K | 0.08% | 221 |
|
|
2017
Q3 | $279K | Buy |
14,542
+4,510
| +45% | +$86.5K | 0.09% | 217 |
|
|
2017
Q2 | $192K | Buy |
+10,032
| New | +$192K | 0.07% | 269 |
|