Carson Wealth (CWM LLC)’s Kinetik KNTK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$28K Buy
632
+223
+55% +$9.88K ﹤0.01% 3688
2025
Q1
$21K Sell
409
-3,509
-90% -$180K ﹤0.01% 3630
2024
Q4
$222K Buy
3,918
+125
+3% +$7.08K ﹤0.01% 1762
2024
Q3
$172K Buy
3,793
+3,615
+2,031% +$164K ﹤0.01% 1834
2024
Q2
$7K Buy
178
+26
+17% +$1.02K ﹤0.01% 3714
2024
Q1
$6K Hold
152
﹤0.01% 3584
2023
Q4
$5K Sell
152
-23
-13% -$757 ﹤0.01% 3514
2023
Q3
$6K Buy
175
+23
+15% +$789 ﹤0.01% 3375
2023
Q2
$5K Buy
+152
New +$5K ﹤0.01% 3443
2023
Q1
Sell
-117
Closed -$4K 4190
2022
Q4
$4K Buy
117
+112
+2,240% +$3.83K ﹤0.01% 3300
2022
Q3
$0 Buy
5
+1
+25% ﹤0.01% 4037
2022
Q2
$0 Buy
+4
New ﹤0.01% 3926