Patriot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-112,993
| Closed | -$4.78M | – | 64 |
|
|
2014
Q4 | $4.78M | Buy |
112,993
+5,219
| +5% | +$221K | 1.12% | 37 |
|
|
2014
Q3 | $4.13M | Buy |
107,774
+2,848
| +3% | +$109K | 1.02% | 41 |
|
|
2014
Q2 | $3.81M | Buy |
104,926
+573
| +0.5% | +$20.8K | 0.96% | 42 |
|
|
2014
Q1 | $3.39M | Buy |
104,353
+2,218
| +2% | +$72.1K | 0.9% | 44 |
|
|
2013
Q4 | $3.68M | Sell |
102,135
-720
| -0.7% | -$25.9K | 1.01% | 42 |
|
|
2013
Q3 | $3.66M | Buy |
+102,855
| New | +$3.66M | 1.08% | 39 |
|