CWH Capital Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-203,435
| Closed | -$5.63M | – | 56 |
|
2015
Q3 | $5.63M | Buy |
203,435
+38,850
| +24% | +$1.08M | 3.78% | 5 |
|
2015
Q2 | $6.32M | Buy |
164,585
+42,773
| +35% | +$1.64M | 3.72% | 5 |
|
2015
Q1 | $5.12M | Buy |
121,812
+18,117
| +17% | +$762K | 3.13% | 7 |
|
2014
Q4 | $4.39M | Buy |
103,695
+14,670
| +16% | +$621K | 2.87% | 10 |
|
2014
Q3 | $3.41M | Buy |
+89,025
| New | +$3.41M | 2.66% | 10 |
|