KMS Financial Services’s Alcoa AA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$385K Buy
9,965
+2
+0% +$77 0.05% 317
2014
Q2
$356K Sell
9,963
-1,467
-13% -$52.4K 0.05% 348
2014
Q1
$353K Sell
11,430
-52
-0.5% -$1.61K 0.06% 335
2013
Q4
$293K Sell
11,482
-2,124
-16% -$54.2K 0.05% 379
2013
Q3
$265K Sell
13,606
-2,035
-13% -$39.6K 0.06% 321
2013
Q2
$292K Buy
+15,641
New +$292K 0.08% 269