KMS Financial Services’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $757K | Buy |
17,966
+250
| +1% | +$10.5K | 0.11% | 189 |
|
|
2014
Q2 | $762K | Sell |
17,716
-2,000
| -10% | -$86K | 0.11% | 196 |
|
|
2014
Q1 | $751K | Buy |
19,716
+2,603
| +15% | +$99.2K | 0.12% | 192 |
|
|
2013
Q4 | $603K | Buy |
17,113
+9,300
| +119% | +$328K | 0.1% | 223 |
|
|
2013
Q3 | $259K | Sell |
7,813
-1,217
| -13% | -$40.3K | 0.06% | 328 |
|
|
2013
Q2 | $277K | Buy |
+9,030
| New | +$277K | 0.08% | 286 |
|