WOSD
WFA of San Diego’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5K | Buy |
+85
| New | +$2.5K | ﹤0.01% | 386 |
|
|
2024
Q3 | $3.65K | Hold |
165
| – | – | ﹤0.01% | 329 |
|
|
2024
Q2 | $3.28K | Buy |
+165
| New | +$3.28K | ﹤0.01% | 341 |
|
|
2023
Q3 | $2.74K | Hold |
165
| – | – | ﹤0.01% | 336 |
|
|
2023
Q2 | $2.84K | Buy |
+165
| New | +$2.84K | ﹤0.01% | 334 |
|
|
2022
Q3 | – | Sell |
-365
| Closed | -$6K | – | 249 |
|
|
2022
Q2 | $6K | Buy |
+365
| New | +$6K | 0.01% | 310 |
|