Family Management’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 |
-92,425
| Closed | -$1.38M | – | 79 |
|
|
2015
Q4 | $1.38M | Sell |
92,425
-20,407
| -18% | -$304K | 0.71% | 40 |
|
|
2015
Q3 | $3.12M | Buy |
112,832
+27,275
| +32% | +$755K | 1.38% | 25 |
|
|
2015
Q2 | $3.29M | Buy |
85,557
+12,632
| +17% | +$485K | 1.35% | 29 |
|
|
2015
Q1 | $3.07M | Sell |
72,925
-1,950
| -3% | -$82K | 1.41% | 32 |
|
|
2014
Q4 | $3.17M | Buy |
74,875
+46,200
| +161% | +$1.95M | 1.44% | 29 |
|
|
2014
Q3 | $1.1M | Buy |
+28,675
| New | +$1.1M | 0.5% | 50 |
|
|
2013
Q3 | – | Sell |
-64,500
| Closed | -$2.46M | – | 69 |
|
|
2013
Q2 | $2.46M | Buy |
+64,500
| New | +$2.46M | 1.5% | 28 |
|