HHGA
Halbert Hargrove Global Advisors’s Kinder Morgan KMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-20
| Closed | -$580 | – | 491 |
|
2025
Q1 | $580 | Buy |
+20
| New | +$580 | ﹤0.01% | 474 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 302 |
|
2014
Q1 | – | Sell |
-6,395
| Closed | -$230K | – | 130 |
|
2013
Q4 | $230K | Sell |
6,395
-6,494
| -50% | -$234K | 0.07% | 114 |
|
2013
Q3 | $458K | Sell |
12,889
-934
| -7% | -$33.2K | 0.15% | 46 |
|
2013
Q2 | $527K | Buy |
+13,823
| New | +$527K | 0.19% | 41 |
|