Shepherd Financial Partners’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-36,566
Closed -$696K 110
2017
Q3
$696K Sell
36,566
-8,511
-19% -$162K 0.16% 73
2017
Q2
$861K Sell
45,077
-38,890
-46% -$743K 0.21% 60
2017
Q1
$1.8M Sell
83,967
-1,256
-1% -$27K 0.47% 42
2016
Q4
$1.84M Buy
+85,223
New +$1.84M 0.52% 40