Forvis Mazars Wealth Advisors’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,758
| Closed | -$351K | – | 156 |
|
|
2014
Q3 | $351K | Hold |
3,758
| – | – | 0.06% | 103 |
|
|
2014
Q2 | $309K | Sell |
3,758
-3,700
| -50% | -$304K | 0.05% | 109 |
|
|
2014
Q1 | $552K | Hold |
7,458
| – | – | 0.1% | 100 |
|
|
2013
Q4 | $602K | Hold |
7,458
| – | – | 0.11% | 96 |
|
|
2013
Q3 | $595K | Buy |
+7,458
| New | +$595K | 0.12% | 97 |
|