KCS Wealth Advisory
- SEC CIK
- 0001697719
- Latest filing
- Nov 3, 2023
EP.PC holding history
Kinder Morgan, Inc. in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
EP.PC overviewAll 13F holders of EP.PCFull Q3 2023 holdings
- Shares (Q3 2023)
- 71,266
- Value
- $3.24M
- % of portfolio
- 1.4%
- Quarters held
- 7
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 71,266 | $3.24M | 1.4% | −13,223−15.7% | Reduced | Holders |
| Q2 2023 | 84,489 | $3.92M | 1.4% | +3,481+4.3% | Added | Holders |
| Q1 2023 | 81,008 | $3.72M | 1.4% | +11,871+17.2% | Added | Holders |
| Q4 2022 | 69,137 | $3.11M | 1.3% | +6,128+9.7% | Added | Holders |
| Q3 2022 | 63,009 | $2.89M | 1.3% | +4,870+8.4% | Added | Holders |
| Q2 2022 | 58,139 | $2.70M | 1.2% | +58,139 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −28,832−100.0% | Sold out | Holders |
| Q4 2021 | 28,832 | $1.46M | 0.6% | +28,832 | New | Holders |