Retirement Design & 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
Q4
Sell
-16,258
Closed -$450K 74
2015
Q3
$450K Buy
16,258
+3,341
+26% +$92.5K 0.47% 44
2015
Q2
$496K Buy
12,917
+2,971
+30% +$114K 0.43% 47
2015
Q1
$419K Buy
9,946
+544
+6% +$22.9K 0.36% 52
2014
Q4
$398K Buy
+9,402
New +$398K 0.3% 54