ParenteBeard Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $735K | Buy |
31,088
+13,976
| +82% | +$330K | 8.7% | 2 |
|
|
2014
Q3 | $656K | Hold |
17,112
| – | – | 0.27% | 49 |
|
|
2014
Q2 | $620K | Sell |
17,112
-7,300
| -30% | -$264K | 0.27% | 44 |
|
|
2014
Q1 | $793K | Sell |
24,412
-3,150
| -11% | -$102K | 0.39% | 36 |
|
|
2013
Q4 | $992K | Sell |
27,562
-19,300
| -41% | -$695K | 0.39% | 58 |
|
|
2013
Q3 | $1.67M | Buy |
46,862
+3,700
| +9% | +$132K | 0.81% | 28 |
|
|
2013
Q2 | $1.65M | Buy |
+43,162
| New | +$1.65M | 0.75% | 32 |
|