KMS Financial Services’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $744K | Buy |
12,122
+1,188
| +11% | +$72.9K | 0.1% | 191 |
|
|
2014
Q2 | $642K | Sell |
10,934
-310
| -3% | -$18.2K | 0.09% | 225 |
|
|
2014
Q1 | $637K | Sell |
11,244
-3,049
| -21% | -$173K | 0.1% | 219 |
|
|
2013
Q4 | $780K | Sell |
14,293
-38
| -0.3% | -$2.07K | 0.13% | 177 |
|
|
2013
Q3 | $724K | Sell |
14,331
-82
| -0.6% | -$4.14K | 0.18% | 144 |
|
|
2013
Q2 | $694K | Buy |
+14,413
| New | +$694K | 0.19% | 135 |
|