TWA
TCI Wealth Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,147
| Closed | -$20.1K | – | 1264 |
|
|
2023
Q1 | $20.1K | Buy |
1,147
+511
| +80% | +$8.95K | ﹤0.01% | 700 |
|
|
2022
Q4 | $11.5K | Buy |
636
+28
| +5% | +$506 | ﹤0.01% | 975 |
|
|
2022
Q3 | $10K | Buy |
608
+4
| +0.7% | +$66 | ﹤0.01% | 1019 |
|
|
2022
Q2 | $10K | Buy |
604
+54
| +10% | +$894 | ﹤0.01% | 1013 |
|
|
2022
Q1 | $10K | Sell |
550
-21
| -4% | -$382 | ﹤0.01% | 1100 |
|
|
2021
Q4 | $9K | Buy |
571
+6
| +1% | +$95 | ﹤0.01% | 1263 |
|
|
2021
Q3 | $9K | Sell |
565
-43
| -7% | -$685 | ﹤0.01% | 1158 |
|
|
2021
Q2 | $11K | Buy |
608
+155
| +34% | +$2.8K | ﹤0.01% | 890 |
|
|
2021
Q1 | $8K | Sell |
453
-2,039
| -82% | -$36K | ﹤0.01% | 970 |
|
|
2020
Q4 | $34K | Buy |
2,492
+1,970
| +377% | +$26.9K | 0.02% | 371 |
|
|
2020
Q3 | $6K | Sell |
522
-680
| -57% | -$7.82K | ﹤0.01% | 699 |
|
|
2020
Q2 | $18K | Sell |
1,202
-393
| -25% | -$5.89K | 0.01% | 454 |
|
|
2020
Q1 | $22K | Buy |
1,595
+312
| +24% | +$4.3K | 0.01% | 431 |
|
|
2019
Q4 | $27K | Sell |
1,283
-394
| -23% | -$8.29K | 0.01% | 493 |
|
|
2019
Q3 | $35K | Buy |
1,677
+4
| +0.2% | +$83 | 0.02% | 387 |
|
|
2019
Q2 | $35K | Sell |
1,673
-298
| -15% | -$6.23K | 0.02% | 367 |
|
|
2019
Q1 | $39K | Sell |
1,971
-21
| -1% | -$416 | 0.02% | 379 |
|
|
2018
Q4 | $31K | Sell |
1,992
-848
| -30% | -$13.2K | 0.02% | 391 |
|
|
2018
Q3 | $50K | Buy |
2,840
+856
| +43% | +$15.1K | 0.02% | 329 |
|
|
2018
Q2 | $35K | Sell |
1,984
-121
| -6% | -$2.14K | 0.02% | 382 |
|
|
2018
Q1 | $32K | Sell |
2,105
-3,544
| -63% | -$53.9K | 0.01% | 393 |
|
|
2017
Q4 | $102K | Sell |
5,649
-985
| -15% | -$17.8K | 0.04% | 229 |
|
|
2017
Q3 | $127K | Buy |
6,634
+2
| +0% | +$38 | 0.06% | 180 |
|
|
2017
Q2 | $127K | Sell |
6,632
-39
| -0.6% | -$747 | 0.06% | 177 |
|
|
2017
Q1 | $145K | Sell |
6,671
-1,285
| -16% | -$27.9K | 0.08% | 172 |
|
|
2016
Q4 | $165K | Buy |
7,956
+332
| +4% | +$6.89K | 0.09% | 157 |
|
|
2016
Q3 | $176K | Buy |
7,624
+120
| +2% | +$2.77K | 0.1% | 143 |
|
|
2016
Q2 | $140K | Buy |
7,504
+363
| +5% | +$6.77K | 0.08% | 163 |
|
|
2016
Q1 | $128K | Sell |
7,141
-1,450
| -17% | -$26K | 0.07% | 178 |
|
|
2015
Q4 | $128K | Buy |
8,591
+1,059
| +14% | +$15.8K | 0.07% | 178 |
|
|
2015
Q3 | $208K | Sell |
7,532
-2,858
| -28% | -$78.9K | 0.13% | 124 |
|
|
2015
Q2 | $399K | Sell |
10,390
-1,079
| -9% | -$41.4K | 0.23% | 80 |
|
|
2015
Q1 | $482K | Buy |
11,469
+3,705
| +48% | +$156K | 0.3% | 68 |
|
|
2014
Q4 | $328K | Buy |
7,764
+7,293
| +1,548% | +$308K | 0.2% | 87 |
|
|
2014
Q3 | $18K | Buy |
471
+8
| +2% | +$306 | 0.01% | 346 |
|
|
2014
Q2 | $17K | Sell |
463
-5
| -1% | -$184 | 0.01% | 368 |
|
|
2014
Q1 | $15K | Buy |
468
+20
| +4% | +$641 | 0.01% | 359 |
|
|
2013
Q4 | $16K | Hold |
448
| – | – | 0.01% | 356 |
|
|
2013
Q3 | $16K | Buy |
448
+292
| +187% | +$10.4K | 0.01% | 313 |
|
|
2013
Q2 | $6K | Buy |
+156
| New | +$6K | ﹤0.01% | 430 |
|