TWM
TCFG Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Sell |
30,425
-4,280
| -12% | -$126K | 0.41% | 67 |
|
|
2025
Q1 | $990K | Buy |
34,705
+2,590
| +8% | +$73.9K | 0.5% | 54 |
|
|
2024
Q4 | $880K | Sell |
32,115
-200
| -0.6% | -$5.48K | 0.44% | 64 |
|
|
2024
Q3 | $714K | Buy |
+32,315
| New | +$714K | 0.36% | 75 |
|