Valmark Advisers’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,106
| Closed | -$383K | – | 58 |
|
|
2014
Q3 | $383K | Hold |
4,106
| – | – | 0.01% | 43 |
|
|
2014
Q2 | $338K | Buy |
4,106
+1,072
| +35% | +$88.2K | 0.01% | 44 |
|
|
2014
Q1 | $224K | Buy |
3,034
+63
| +2% | +$4.65K | 0.01% | 52 |
|
|
2013
Q4 | $240K | Hold |
2,971
| – | – | 0.01% | 54 |
|
|
2013
Q3 | $237K | Buy |
2,971
+488
| +20% | +$38.9K | 0.01% | 47 |
|
|
2013
Q2 | $212K | Buy |
+2,483
| New | +$212K | 0.01% | 48 |
|