KFS
SOR

KMS Financial Services’s Source Capital SOR Stock Holding History

KMS Financial Services’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		$296K Sell
4,556
-444
-9% -$28.8K 0.04% 378
2014
Q2 		$350K Sell
5,000
-109
-2% -$7.63K 0.05% 352
2014
Q1 		$351K Buy
+5,109
New +$351K 0.06% 336