CPWM LLC’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-22,865
| Closed | -$471K | – | 276 |
|
|
2019
Q3 | $471K | Buy |
+22,865
| New | +$471K | 0.06% | 186 |
|
|
2015
Q4 | – | Sell |
-11,473
| Closed | -$318K | – | 285 |
|
|
2015
Q3 | $318K | Buy |
11,473
+3,934
| +52% | +$109K | 0.07% | 186 |
|
|
2015
Q2 | $289K | Buy |
7,539
+2,307
| +44% | +$88.4K | 0.07% | 168 |
|
|
2015
Q1 | $220K | Sell |
5,232
-817
| -14% | -$34.4K | 0.06% | 139 |
|
|
2014
Q4 | $256K | Buy |
+6,049
| New | +$256K | 0.07% | 135 |
|