CWA
Constellation Wealth Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-14,087
| Closed | -$540K | – | 187 |
|
|
2014
Q3 | $540K | Sell |
14,087
-2,697
| -16% | -$103K | 0.05% | 138 |
|
|
2014
Q2 | $609K | Hold |
16,784
| – | – | 0.07% | 118 |
|
|
2014
Q1 | $545K | Buy |
16,784
+2,848
| +20% | +$92.5K | 0.05% | 139 |
|
|
2013
Q4 | $501K | Buy |
13,936
+1,140
| +9% | +$41K | 0.05% | 148 |
|
|
2013
Q3 | $455K | Buy |
12,796
+4,904
| +62% | +$174K | 0.05% | 146 |
|
|
2013
Q2 | $301K | Buy |
+7,892
| New | +$301K | 0.04% | 163 |
|