GGPS
Gary Goldberg Planning Services’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $11.8M | Buy |
279,154
+78,515
| +39% | +$3.32M | 4.96% | 1 |
|
|
2014
Q3 | $7.69M | Buy |
200,639
+11,174
| +6% | +$428K | 3.2% | 8 |
|
|
2014
Q2 | $6.87M | Buy |
189,465
+110,968
| +141% | +$4.02M | 3.02% | 10 |
|
|
2014
Q1 | $2.55M | Buy |
78,497
+49,850
| +174% | +$1.62M | 1.25% | 22 |
|
|
2013
Q4 | $1.03M | Buy |
28,647
+27,947
| +3,992% | +$1.01M | 0.6% | 40 |
|
|
2013
Q3 | $25K | Hold |
700
| – | – | 0.02% | 238 |
|
|
2013
Q2 | $27K | Buy |
+700
| New | +$27K | 0.02% | 227 |
|