Monterey Private Wealth’s Kinder Morgan KMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,598	Closed	-$176K	–	106
2023 Q3	$176K	Buy	10,598 +159	+2%	+$2.64K	0.09%	94
2023 Q2	$180K	Buy	10,439 +166	+2%	+$2.86K	0.09%	102
2023 Q1	$180K	Buy	10,273 +146	+1%	+$2.56K	0.09%	98
2022 Q4	$183K	Buy	+10,127	New	+$183K	0.1%	96