Lebenthal Holdings’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $1.08M | Sell |
57,669
-32,457
| -36% | -$608K | 0.13% | 201 |
|
|
2016
Q1 | $1.61M | Buy |
90,126
+20,683
| +30% | +$369K | 0.28% | 130 |
|
|
2015
Q4 | $1.04M | Sell |
69,443
-28,840
| -29% | -$430K | 0.24% | 145 |
|
|
2015
Q3 | $2.72M | Sell |
98,283
-24,616
| -20% | -$681K | 0.63% | 41 |
|
|
2015
Q2 | $4.65M | Buy |
122,899
+22,790
| +23% | +$862K | 0.95% | 10 |
|
|
2015
Q1 | $4.21M | Buy |
100,109
+12,209
| +14% | +$514K | 0.99% | 9 |
|
|
2014
Q4 | $3.72M | Buy |
+87,900
| New | +$3.72M | 1.64% | 13 |
|