KMS Financial Services’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.96M | Buy |
46,964
+57
| +0.1% | +$2.38K | 0.28% | 90 |
|
|
2014
Q2 | $2.03M | Buy |
46,907
+8,374
| +22% | +$363K | 0.29% | 83 |
|
|
2014
Q1 | $1.65M | Buy |
38,533
+5,145
| +15% | +$220K | 0.26% | 94 |
|
|
2013
Q4 | $1.35M | Buy |
33,388
+4,923
| +17% | +$199K | 0.23% | 106 |
|
|
2013
Q3 | $1.04M | Buy |
28,465
+1,822
| +7% | +$66.6K | 0.25% | 100 |
|
|
2013
Q2 | $963K | Buy |
+26,643
| New | +$963K | 0.27% | 92 |
|