CO
Caldwell & Orkin’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-82,310
| Closed | -$3.16M | – | 75 |
|
|
2015
Q2 | $3.16M | Sell |
82,310
-45,800
| -36% | -$1.76M | 1.84% | 14 |
|
|
2015
Q1 | $5.39M | Buy |
128,110
+765
| +0.6% | +$32.2K | 3.01% | 3 |
|
|
2014
Q4 | $5.39M | Buy |
127,345
+100
| +0.1% | +$4.23K | 3.03% | 6 |
|
|
2014
Q3 | $4.88M | Buy |
+127,245
| New | +$4.88M | 3.52% | 7 |
|
|
2014
Q1 | – | Sell |
-14,475
| Closed | -$521K | – | 75 |
|
|
2013
Q4 | $521K | Sell |
14,475
-1,350
| -9% | -$48.6K | 0.28% | 55 |
|
|
2013
Q3 | $563K | Sell |
15,825
-235,100
| -94% | -$8.36M | 0.33% | 66 |
|
|
2013
Q2 | $9.57M | Buy |
+250,925
| New | +$9.57M | 5.26% | 2 |
|