Apriem Advisors’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 |
-3,325
| Closed | -$310K | – | 584 |
|
|
2014
Q3 | $310K | Sell |
3,325
-200
| -6% | -$18.6K | 0.12% | 80 |
|
|
2014
Q2 | $290K | Hold |
3,525
| – | – | 0.11% | 100 |
|
|
2014
Q1 | $261K | Buy |
3,525
+200
| +6% | +$14.8K | 0.1% | 104 |
|
|
2013
Q4 | $268K | Buy |
3,325
+100
| +3% | +$8.06K | 0.11% | 96 |
|
|
2013
Q3 | $257K | Buy |
3,225
+525
| +19% | +$41.8K | 0.11% | 90 |
|
|
2013
Q2 | $231K | Buy |
+2,700
| New | +$231K | 0.11% | 93 |
|