OTA Financial Group’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-23,055
Closed -$431K 71
2016
Q2
$431K Buy
23,055
+8,413
+57% +$157K 0.33% 42
2016
Q1
$261K Buy
+14,642
New +$261K 0.45% 48