TCV Trust & Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,716
| Closed | -$264K | – | 190 |
|
|
2022
Q2 | $264K | Sell |
15,716
-350
| -2% | -$5.88K | 0.03% | 173 |
|
|
2022
Q1 | $304K | Hold |
16,066
| – | – | 0.03% | 171 |
|
|
2021
Q4 | $255K | Buy |
+16,066
| New | +$255K | 0.03% | 185 |
|
|
2016
Q1 | – | Sell |
-11,617
| Closed | -$173K | – | 161 |
|
|
2015
Q4 | $173K | Sell |
11,617
-122,832
| -91% | -$1.83M | 0.03% | 163 |
|
|
2015
Q3 | $3.72M | Buy |
134,449
+28,221
| +27% | +$781K | 0.67% | 50 |
|
|
2015
Q2 | $4.08M | Buy |
106,228
+7,709
| +8% | +$296K | 0.67% | 49 |
|
|
2015
Q1 | $4.14M | Buy |
98,519
+21,523
| +28% | +$905K | 0.67% | 49 |
|
|
2014
Q4 | $3.26M | Buy |
76,996
+33,261
| +76% | +$1.41M | 0.54% | 62 |
|
|
2014
Q3 | $1.68M | Buy |
+43,735
| New | +$1.68M | 0.28% | 84 |
|