KMS Financial Services’s CVR Partners UAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $657K | Buy |
4,785
+380
| +9% | +$52.2K | 0.09% | 209 |
|
|
2014
Q2 | $823K | Sell |
4,405
-25
| -0.6% | -$4.67K | 0.12% | 183 |
|
|
2014
Q1 | $939K | Sell |
4,430
-127
| -3% | -$26.9K | 0.15% | 159 |
|
|
2013
Q4 | $750K | Buy |
4,557
+528
| +13% | +$86.9K | 0.13% | 184 |
|
|
2013
Q3 | $713K | Buy |
4,029
+665
| +20% | +$118K | 0.17% | 146 |
|
|
2013
Q2 | $765K | Buy |
+3,364
| New | +$765K | 0.21% | 121 |
|