VFAM
Valley Forge Asset Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-6,258
| Closed | -$263K | – | 104 |
|
|
2015
Q1 | $263K | Buy |
6,258
+61
| +1% | +$2.56K | 0.03% | 88 |
|
|
2014
Q4 | $262K | Buy |
+6,197
| New | +$262K | 0.03% | 86 |
|
|
2014
Q1 | – | Sell |
-289,219
| Closed | -$10.4M | – | 92 |
|
|
2013
Q4 | $10.4M | Sell |
289,219
-153,296
| -35% | -$5.52M | 1% | 51 |
|
|
2013
Q3 | $15.7M | Sell |
442,515
-364,430
| -45% | -$13M | 1.04% | 48 |
|
|
2013
Q2 | $30.8M | Buy |
+806,945
| New | +$30.8M | 2.01% | 23 |
|