Carret Asset Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-37,953
| Closed | -$566K | – | 239 |
|
|
2015
Q4 | $566K | Sell |
37,953
-17,641
| -32% | -$263K | 0.12% | 142 |
|
|
2015
Q3 | $1.54M | Buy |
55,594
+34,300
| +161% | +$950K | 0.34% | 82 |
|
|
2015
Q2 | $817K | Buy |
21,294
+1,300
| +7% | +$49.9K | 0.16% | 128 |
|
|
2015
Q1 | $841K | Buy |
19,994
+1,197
| +6% | +$50.3K | 0.16% | 131 |
|
|
2014
Q4 | $795K | Buy |
+18,797
| New | +$795K | 0.15% | 135 |
|