KMS Financial Services’s Enterprise Products Partners EPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$5.16M Buy
127,961
+1,611
+1% +$64.9K 0.72% 20
2014
Q2
$4.95M Sell
126,350
-3,402
-3% -$133K 0.71% 21
2014
Q1
$4.5M Buy
129,752
+46,298
+55% +$1.61M 0.71% 18
2013
Q4
$2.77M Buy
83,454
+34,124
+69% +$1.13M 0.47% 44
2013
Q3
$1.51M Buy
49,330
+9,716
+25% +$297K 0.37% 59
2013
Q2
$1.23M Buy
+39,614
New +$1.23M 0.35% 67