HPIA
Hamilton Point Investment Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-9,331
| Closed | -$258K | – | 75 |
|
|
2015
Q3 | $258K | Hold |
9,331
| – | – | 0.2% | 67 |
|
|
2015
Q2 | $358K | Sell |
9,331
-265
| -3% | -$10.2K | 0.29% | 61 |
|
|
2015
Q1 | $404K | Buy |
9,596
+975
| +11% | +$41K | 0.33% | 61 |
|
|
2014
Q4 | $365K | Buy |
+8,621
| New | +$365K | 0.31% | 62 |
|