Westshore Wealth’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,877
| Closed | -$208K | – | 114 |
|
|
2023
Q1 | $208K | Sell |
11,877
-223
| -2% | -$3.91K | 0.11% | 102 |
|
|
2022
Q4 | $219K | Sell |
12,100
-1,170
| -9% | -$21.2K | 0.12% | 98 |
|
|
2022
Q3 | $221K | Sell |
13,270
-1,300
| -9% | -$21.7K | 0.15% | 82 |
|
|
2022
Q2 | $244K | Buy |
14,570
+400
| +3% | +$6.7K | 0.16% | 74 |
|
|
2022
Q1 | $268K | Buy |
+14,170
| New | +$268K | 0.18% | 71 |
|
|
2021
Q2 | – | Sell |
-16,134
| Closed | -$269K | – | 146 |
|
|
2021
Q1 | $269K | Buy |
+16,134
| New | +$269K | 0.15% | 104 |
|