Lehman Financial Resources’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-19,742
| Closed | -$408K | – | 64 |
|
|
2016
Q4 | $408K | Hold |
19,742
| – | – | 0.23% | 42 |
|
|
2016
Q3 | $456K | Buy |
19,742
+800
| +4% | +$18.5K | 0.26% | 42 |
|
|
2016
Q2 | $354K | Buy |
18,942
+385
| +2% | +$7.2K | 0.18% | 43 |
|
|
2016
Q1 | $331K | Sell |
18,557
-285
| -2% | -$5.08K | 0.18% | 48 |
|
|
2015
Q4 | $281K | Buy |
18,842
+400
| +2% | +$5.97K | 0.15% | 49 |
|
|
2015
Q3 | $510K | Sell |
18,442
-438
| -2% | -$12.1K | 0.26% | 40 |
|
|
2015
Q2 | $724K | Hold |
18,880
| – | – | 0.35% | 37 |
|
|
2015
Q1 | $794K | Hold |
18,880
| – | – | 0.36% | 38 |
|
|
2014
Q4 | $799K | Buy |
+18,880
| New | +$799K | 0.39% | 40 |
|