KMS Financial Services’s Power REIT PW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $759K | Buy |
74,713
+5,825
| +8% | +$59.2K | 0.11% | 188 |
|
|
2014
Q2 | $624K | Buy |
68,888
+11,000
| +19% | +$99.6K | 0.09% | 230 |
|
|
2014
Q1 | $509K | Buy |
57,888
+5,175
| +10% | +$45.5K | 0.08% | 250 |
|
|
2013
Q4 | $463K | Buy |
52,713
+12,370
| +31% | +$109K | 0.08% | 285 |
|
|
2013
Q3 | $343K | Buy |
40,343
+5,143
| +15% | +$43.7K | 0.08% | 266 |
|
|
2013
Q2 | $304K | Buy |
+35,200
| New | +$304K | 0.09% | 258 |
|