Lourd Capital’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 |
-38,972
| Closed | -$1.08M | – | 114 |
|
|
2015
Q3 | $1.08M | Sell |
38,972
-1,913
| -5% | -$53K | 0.12% | 34 |
|
|
2015
Q2 | $1.57M | Sell |
40,885
-1,237
| -3% | -$47.5K | 0.16% | 29 |
|
|
2015
Q1 | $1.77M | Buy |
42,122
+444
| +1% | +$18.7K | 0.17% | 28 |
|
|
2014
Q4 | $1.76M | Buy |
41,678
+8,221
| +25% | +$348K | 0.17% | 28 |
|
|
2014
Q3 | $1.28M | Buy |
33,457
+489
| +1% | +$18.8K | 0.13% | 34 |
|
|
2014
Q2 | $1.2M | Buy |
32,968
+691
| +2% | +$25K | 0.13% | 36 |
|
|
2014
Q1 | $1.05M | Hold |
32,277
| – | – | 0.11% | 38 |
|
|
2013
Q4 | $1.16M | Buy |
+32,277
| New | +$1.16M | 0.13% | 36 |
|