KMS Financial Services’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.52M | Sell |
89,313
-4,575
| -5% | -$78K | 0.21% | 115 |
|
|
2014
Q2 | $1.44M | Sell |
93,888
-309
| -0.3% | -$4.75K | 0.21% | 115 |
|
|
2014
Q1 | $1.62M | Buy |
94,197
+28,448
| +43% | +$489K | 0.26% | 96 |
|
|
2013
Q4 | $1.02M | Buy |
65,749
+10,357
| +19% | +$161K | 0.17% | 135 |
|
|
2013
Q3 | $764K | Buy |
55,392
+12,404
| +29% | +$171K | 0.19% | 132 |
|
|
2013
Q2 | $553K | Buy |
+42,988
| New | +$553K | 0.15% | 160 |
|