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 |
|