WAM
Worth Asset Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-45
| Closed | -$775 | – | 263 |
|
|
2023
Q2 | $775 | Sell |
45
-45
| -50% | -$775 | ﹤0.01% | 423 |
|
|
2023
Q1 | $1.58K | Hold |
90
| – | – | ﹤0.01% | 425 |
|
|
2022
Q4 | $1.63K | Hold |
90
| – | – | ﹤0.01% | 413 |
|
|
2022
Q3 | $1K | Hold |
90
| – | – | ﹤0.01% | 429 |
|
|
2022
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 474 |
|
|
2022
Q1 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 472 |
|