Appleton Partners’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,325
| Closed | -$217K | – | 194 |
|
|
2014
Q3 | $217K | Sell |
2,325
-125
| -5% | -$11.7K | 0.05% | 174 |
|
|
2014
Q2 | $201K | Sell |
2,450
-300
| -11% | -$24.6K | 0.05% | 173 |
|
|
2014
Q1 | $203K | Hold |
2,750
| – | – | 0.05% | 167 |
|
|
2013
Q4 | $222K | Hold |
2,750
| – | – | 0.05% | 159 |
|
|
2013
Q3 | $220K | Buy |
2,750
+325
| +13% | +$26K | 0.06% | 153 |
|
|
2013
Q2 | $207K | Buy |
+2,425
| New | +$207K | 0.06% | 146 |
|