Kalos Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-76,140
| Closed | -$1.66M | – | 120 |
|
|
2017
Q1 | $1.66M | Buy |
76,140
+9,113
| +14% | +$198K | 1.17% | 32 |
|
|
2016
Q4 | $1.39M | Buy |
67,027
+1,710
| +3% | +$35.4K | 1.12% | 34 |
|
|
2016
Q3 | $1.51M | Buy |
65,317
+6,105
| +10% | +$141K | 1.29% | 24 |
|
|
2016
Q2 | $1.11M | Buy |
+59,212
| New | +$1.11M | 0.86% | 41 |
|
|
2016
Q1 | – | Hold |
0
| – | -$1K | – | 329 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 623 |
|