KMS Financial Services’s Source Capital SOR Stock Holding History

KMS Financial Services’s Portfolio SOR Stock Details SOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$296K	Sell
2014 Q2	$350K	Sell
2014 Q1	$351K	Buy