Wealthstreet Investment Advisors’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 |
-33,958
| Closed | -$565K | – | 221 |
|
|
2021
Q1 | $565K | Hold |
33,958
| – | – | 0.06% | 236 |
|
|
2020
Q4 | $464K | Sell |
33,958
-2,899
| -8% | -$39.6K | 0.05% | 248 |
|
|
2020
Q3 | $454K | Buy |
36,857
+1,800
| +5% | +$22.2K | 0.05% | 232 |
|
|
2020
Q2 | $532K | Sell |
35,057
-1,000
| -3% | -$15.2K | 0.07% | 203 |
|
|
2020
Q1 | $502K | Sell |
36,057
-5,160
| -13% | -$71.8K | 0.07% | 187 |
|
|
2019
Q4 | $873K | Sell |
41,217
-800
| -2% | -$16.9K | 0.1% | 163 |
|
|
2019
Q3 | $847K | Sell |
42,017
-3,600
| -8% | -$72.6K | 0.11% | 157 |
|
|
2019
Q2 | $952K | Sell |
45,617
-2,297
| -5% | -$47.9K | 0.12% | 152 |
|
|
2019
Q1 | $959K | Buy |
47,914
+874
| +2% | +$17.5K | 0.13% | 147 |
|
|
2018
Q4 | $842K | Sell |
47,040
-5,211
| -10% | -$93.3K | 0.12% | 151 |
|
|
2018
Q3 | $926K | Hold |
52,251
| – | – | 0.11% | 162 |
|
|
2018
Q2 | $923K | Sell |
52,251
-5,000
| -9% | -$88.3K | 0.12% | 161 |
|
|
2018
Q1 | $862K | Buy |
57,251
+3,414
| +6% | +$51.4K | 0.11% | 170 |
|
|
2017
Q4 | $973K | Buy |
+53,837
| New | +$973K | 0.12% | 160 |
|