WR Wealth Planners’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$27.2K Buy
991
+33
+3% +$904 0.01% 412
2024
Q3
$21.2K Sell
958
-940
-50% -$20.8K 0.01% 471
2024
Q2
$37.7K Sell
1,898
-130
-6% -$2.58K 0.01% 362
2024
Q1
$37.2K Buy
+2,028
New +$37.2K 0.01% 373
2023
Q4
Sell
-1,380
Closed -$22.9K 551
2023
Q3
$22.9K Sell
1,380
-105
-7% -$1.74K 0.01% 410
2023
Q2
$25.6K Buy
1,485
+79
+6% +$1.36K 0.01% 396
2023
Q1
$24.6K Buy
+1,406
New +$24.6K 0.01% 400