KMS Financial Services’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$1.61M Buy
99,510
+2,445
+3% +$39.6K 0.23% 111
2014
Q2
$1.55M Buy
97,065
+56,385
+139% +$902K 0.22% 110
2014
Q1
$565K Buy
40,680
+5,160
+15% +$71.7K 0.09% 237
2013
Q4
$356K Buy
35,520
+885
+3% +$8.87K 0.06% 336
2013
Q3
$446K Buy
+34,635
New +$446K 0.11% 219