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TCI Wealth Advisors’s Kinetik KNTK Stock Holding History

TCI Wealth Advisors’s Portfolio KNTK Stock Details KNTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-119
Closed -$3.94K – 2584
2022
Q4 		$3.94K Hold
119
– – ﹤0.01% 1689
2022
Q3 		$4K Buy
119
+1
+0.8% +$37 ﹤0.01% 1621
2022
Q2 		$4K Hold
118
– – ﹤0.01% 1647
2022
Q1 		$4K Sell
118
-20
-14% -$653 ﹤0.01% 1723
2021
Q4 		$4K Buy
+138
New +$4.71K ﹤0.01% 1842
2019
Q4 		– Sell
-14
Closed – – 1615
2019
Q3 		$0 Buy
+14
New +$420 ﹤0.01% 1566

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Vanguard Group
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GCWM
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TCA
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Cohen & Steers
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KACA
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CVA
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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return