Appleton Partners’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-11,526
| Closed | -$319K | – | 215 |
|
|
2015
Q3 | $319K | Buy |
11,526
+290
| +3% | +$8.03K | 0.07% | 164 |
|
|
2015
Q2 | $431K | Buy |
11,236
+840
| +8% | +$32.2K | 0.1% | 136 |
|
|
2015
Q1 | $437K | Buy |
10,396
+1,517
| +17% | +$63.8K | 0.1% | 134 |
|
|
2014
Q4 | $376K | Buy |
+8,879
| New | +$376K | 0.09% | 139 |
|