Creative Planning’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-7,276
| Closed | -$675K | – | 4380 |
|
|
2014
Q3 | $675K | Sell |
7,276
-357
| -5% | -$33.1K | 0.01% | 550 |
|
|
2014
Q2 | $583K | Buy |
7,633
+696
| +10% | +$53.2K | 0.01% | 580 |
|
|
2014
Q1 | $473K | Buy |
6,937
+1,810
| +35% | +$123K | 0.01% | 641 |
|
|
2013
Q4 | $363K | Buy |
5,127
+474
| +10% | +$33.6K | 0.01% | 622 |
|
|
2013
Q3 | $321K | Buy |
4,653
+1,042
| +29% | +$71.9K | 0.01% | 573 |
|
|
2013
Q2 | $273K | Buy |
+3,611
| New | +$273K | 0.01% | 585 |
|