KMS Financial Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $7.14M | Buy |
56,058
+2,911
| +5% | +$371K | 1% | 13 |
|
|
2014
Q2 | $6.76M | Sell |
53,147
-67
| -0.1% | -$8.53K | 0.97% | 15 |
|
|
2014
Q1 | $6.68M | Buy |
53,214
+6,350
| +14% | +$797K | 1.06% | 13 |
|
|
2013
Q4 | $6.4M | Sell |
46,864
-111
| -0.2% | -$15.2K | 1.08% | 14 |
|
|
2013
Q3 | $5.52M | Buy |
46,975
+1,967
| +4% | +$231K | 1.34% | 10 |
|
|
2013
Q2 | $4.61M | Buy |
+45,008
| New | +$4.61M | 1.29% | 9 |
|