JFS 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 |
-140
| Closed | -$13K | – | 564 |
|
2014
Q3 | $13K | Hold |
140
| – | – | ﹤0.01% | 315 |
|
2014
Q2 | $12K | Buy |
+140
| New | +$12K | ﹤0.01% | 316 |
|
2014
Q1 | – | Sell |
-18,481
| Closed | -$1.49M | – | 134 |
|
2013
Q4 | $1.49M | Hold |
18,481
| – | – | 0.65% | 34 |
|
2013
Q3 | $1.48M | Buy |
18,481
+375
| +2% | +$29.9K | 0.69% | 33 |
|
2013
Q2 | $1.55M | Buy |
+18,106
| New | +$1.55M | 0.78% | 31 |
|