KFS
KMS Financial Services’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $9.12M | Buy |
258,771
+8,586
| +3% | +$303K | 1.28% | 11 |
|
|
2014
Q2 | $8.85M | Sell |
250,185
-9,741
| -4% | -$344K | 1.27% | 11 |
|
|
2014
Q1 | $9.12M | Buy |
259,926
+16,463
| +7% | +$577K | 1.44% | 10 |
|
|
2013
Q4 | $8.56M | Buy |
243,463
+140,310
| +136% | +$4.93M | 1.45% | 10 |
|
|
2013
Q3 | $3.49M | Buy |
103,153
+2,800
| +3% | +$94.7K | 0.85% | 16 |
|
|
2013
Q2 | $3.55M | Buy |
+100,353
| New | +$3.55M | 0.99% | 13 |
|