Ken Stern & Associates’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-10,658
| Closed | -$295K | – | 81 |
|
|
2015
Q3 | $295K | Sell |
10,658
-2,366
| -18% | -$65.5K | 0.23% | 55 |
|
|
2015
Q2 | $500K | Sell |
13,024
-16,966
| -57% | -$651K | 0.36% | 35 |
|
|
2015
Q1 | $1.72M | Buy |
29,990
+14,211
| +90% | +$815K | 1.29% | 18 |
|
|
2014
Q4 | $668K | Buy |
+15,779
| New | +$668K | 0.52% | 46 |
|