Independence Trust’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-5,202
Closed -$200K 112
2015
Q2
$200K Sell
5,202
-129
-2% -$4.96K 0.13% 108
2015
Q1
$224K Hold
5,331
0.14% 104
2014
Q4
$226K Buy
+5,331
New +$226K 0.14% 113