Choate Investment Advisors’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 |
-11,948
| Closed | -$493K | – | 270 |
|
|
2015
Q4 | $493K | Buy |
11,948
+767
| +7% | +$31.6K | 0.04% | 169 |
|
|
2015
Q3 | $309K | Sell |
11,181
-394
| -3% | -$10.9K | 0.02% | 199 |
|
|
2015
Q2 | $444K | Hold |
11,575
| – | – | 0.03% | 171 |
|
|
2015
Q1 | $487K | Sell |
11,575
-373
| -3% | -$15.7K | 0.03% | 168 |
|
|
2014
Q4 | $506K | Buy |
+11,948
| New | +$506K | 0.03% | 165 |
|
|
2014
Q3 | – | Sell |
-743
| Closed | -$26.9K | – | 284 |
|
|
2014
Q2 | $26.9K | Buy |
+743
| New | +$26.9K | ﹤0.01% | 279 |
|
|
2014
Q1 | – | Sell |
-6,505
| Closed | -$234K | – | 293 |
|
|
2013
Q4 | $234K | Sell |
6,505
-5,000
| -43% | -$180K | 0.02% | 242 |
|
|
2013
Q3 | $409K | Sell |
11,505
-1,855
| -14% | -$66K | 0.03% | 183 |
|
|
2013
Q2 | $510K | Buy |
+13,360
| New | +$510K | 0.04% | 163 |
|