YWP
YorkBridge Wealth Partners’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-24,929
| Closed | -$307K | – | 217 |
|
|
2020
Q3 | $307K | Buy |
24,929
+4,173
| +20% | +$51.4K | 0.13% | 134 |
|
|
2020
Q2 | $315K | Buy |
20,756
+1,430
| +7% | +$21.7K | 0.14% | 127 |
|
|
2020
Q1 | $269K | Buy |
19,326
+2,633
| +16% | +$36.6K | 0.17% | 127 |
|
|
2019
Q4 | $353K | Buy |
16,693
+1,401
| +9% | +$29.6K | 0.16% | 131 |
|
|
2019
Q3 | $315K | Buy |
15,292
+772
| +5% | +$15.9K | 0.16% | 129 |
|
|
2019
Q2 | $303K | Buy |
14,520
+13,540
| +1,382% | +$283K | 0.13% | 139 |
|
|
2019
Q1 | $20K | Hold |
980
| – | – | 0.01% | 467 |
|
|
2018
Q4 | $15K | Sell |
980
-326
| -25% | -$4.99K | 0.01% | 521 |
|
|
2018
Q3 | $24K | Hold |
1,306
| – | – | 0.01% | 483 |
|
|
2018
Q2 | $23K | Hold |
1,306
| – | – | 0.01% | 502 |
|
|
2018
Q1 | $20K | Sell |
1,306
-113
| -8% | -$1.73K | 0.01% | 525 |
|
|
2017
Q4 | $24K | Sell |
1,419
-400
| -22% | -$6.77K | 0.01% | 466 |
|
|
2017
Q3 | $35K | Hold |
1,819
| – | – | 0.02% | 423 |
|
|
2017
Q2 | $36K | Hold |
1,819
| – | – | 0.02% | 414 |
|
|
2017
Q1 | $37K | Sell |
1,819
-136
| -7% | -$2.77K | 0.02% | 406 |
|
|
2016
Q4 | $43K | Buy |
+1,955
| New | +$43K | 0.03% | 374 |
|