KFS
PHD

KMS Financial Services’s Pioneer Floating Rate Fund PHD Stock Holding History

KMS Financial Services’s Portfolio PHD Stock Details PHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-10,000
Closed -$125K – 565
2014
Q2 		$125K Hold
10,000
– – 0.02% 520
2014
Q1 		$126K Hold
10,000
– – 0.02% 502
2013
Q4 		$127K Buy
+10,000
New +$127K 0.02% 491