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KMS Financial Services’s Polaris PII Stock Holding History

KMS Financial Services’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		$254K Buy
1,692
+141
+9% +$21.2K 0.04% 419
2014
Q2 		$202K Sell
1,551
-45
-3% -$5.86K 0.03% 499
2014
Q1 		$223K Sell
1,596
-6
-0.4% -$838 0.04% 455
2013
Q4 		$233K Buy
+1,602
New +$233K 0.04% 437