Partnervest Advisory Services’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-8,630
| Closed | -$365K | – | 176 |
|
|
2014
Q4 | $365K | Buy |
+8,630
| New | +$365K | 0.18% | 99 |
|
|
2014
Q3 | – | Sell |
-3,333
| Closed | -$121K | – | 501 |
|
|
2014
Q2 | $121K | Buy |
3,333
+117
| +4% | +$4.25K | 0.05% | 217 |
|
|
2014
Q1 | $104K | Buy |
3,216
+2,345
| +269% | +$75.8K | 0.05% | 227 |
|
|
2013
Q4 | $31K | Sell |
871
-1,756
| -67% | -$62.5K | 0.01% | 399 |
|
|
2013
Q3 | $93K | Buy |
2,627
+65
| +3% | +$2.3K | 0.05% | 200 |
|
|
2013
Q2 | $98K | Buy |
+2,562
| New | +$98K | 0.04% | 159 |
|