Forward 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
Q1 | – | Sell |
-37,280
| Closed | -$1.58M | – | 398 |
|
|
2014
Q4 | $1.58M | Buy |
37,280
+7,280
| +24% | +$308K | 0.09% | 134 |
|
|
2014
Q3 | $1.15M | Buy |
+30,000
| New | +$1.15M | 0.07% | 155 |
|
|
2014
Q1 | – | Sell |
-2,000
| Closed | -$72K | – | 370 |
|
|
2013
Q4 | $72K | Buy |
+2,000
| New | +$72K | ﹤0.01% | 333 |
|