KMS Financial Services’s Plains All American Pipeline PAA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$2.12M Buy
35,944
+255
+0.7% +$15K 0.3% 79
2014
Q2
$2.14M Sell
35,689
-627
-2% -$37.6K 0.31% 76
2014
Q1
$2M Buy
36,316
+20,656
+132% +$1.14M 0.32% 77
2013
Q4
$811K Buy
15,660
+9,690
+162% +$502K 0.14% 169
2013
Q3
$314K Buy
+5,970
New +$314K 0.08% 282