Parasol Investment Management’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 | – | Sell |
-270
| Closed | -$5K | – | 149 |
|
|
2016
Q1 | $5K | Hold |
270
| – | – | ﹤0.01% | 143 |
|
|
2015
Q4 | $4K | Sell |
270
-10,095
| -97% | -$150K | ﹤0.01% | 146 |
|
|
2015
Q3 | $287K | Sell |
10,365
-13,304
| -56% | -$368K | 0.26% | 46 |
|
|
2015
Q2 | $909K | Buy |
23,669
+2,135
| +10% | +$82K | 0.61% | 32 |
|
|
2015
Q1 | $906K | Buy |
21,534
+3,210
| +18% | +$135K | 0.57% | 31 |
|
|
2014
Q4 | $775K | Buy |
18,324
+2,914
| +19% | +$123K | 0.54% | 29 |
|
|
2014
Q3 | $591K | Buy |
+15,410
| New | +$591K | 0.41% | 38 |
|