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 |
|