Opus Capital Group’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 |
-18,025
| Closed | -$499K | – | 259 |
|
2015
Q3 | $499K | Hold |
18,025
| – | – | 0.08% | 163 |
|
2015
Q2 | $692K | Buy |
18,025
+8,860
| +97% | +$340K | 0.11% | 146 |
|
2015
Q1 | $385K | Buy |
9,165
+3,595
| +65% | +$151K | 0.06% | 185 |
|
2014
Q4 | $236K | Buy |
+5,570
| New | +$236K | 0.03% | 213 |
|
2013
Q4 | – | Sell |
-8,135
| Closed | -$289K | – | 193 |
|
2013
Q3 | $289K | Sell |
8,135
-14,305
| -64% | -$508K | 0.02% | 131 |
|
2013
Q2 | $856K | Buy |
+22,440
| New | +$856K | 0.05% | 93 |
|