Tilia Fiduciary Partners’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,906
| Closed | -$32.8K | – | 295 |
|
|
2023
Q2 | $32.8K | Hold |
1,906
| – | – | 0.03% | 256 |
|
|
2023
Q1 | $33.4K | Hold |
1,906
| – | – | 0.03% | 251 |
|
|
2022
Q4 | $34.5K | Hold |
1,906
| – | – | 0.03% | 233 |
|
|
2022
Q3 | $33K | Hold |
1,906
| – | – | 0.03% | 234 |
|
|
2022
Q2 | $32K | Buy |
1,906
+1,650
| +645% | +$27.7K | 0.03% | 247 |
|
|
2022
Q1 | $5K | Hold |
256
| – | – | ﹤0.01% | 458 |
|
|
2021
Q4 | $4K | Buy |
+256
| New | +$4K | ﹤0.01% | 503 |
|