KMS Financial Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $2.98M | Sell |
55,840
-1,816
| -3% | -$96.9K | 0.42% | 58 |
|
|
2014
Q2 | $3.04M | Sell |
57,656
-520
| -0.9% | -$27.4K | 0.43% | 58 |
|
|
2014
Q1 | $3.14M | Buy |
58,176
+1,668
| +3% | +$90K | 0.5% | 45 |
|
|
2013
Q4 | $3.15M | Buy |
56,508
+45,652
| +421% | +$2.54M | 0.53% | 40 |
|
|
2013
Q3 | $519K | Sell |
10,856
-220
| -2% | -$10.5K | 0.13% | 193 |
|
|
2013
Q2 | $507K | Buy |
+11,076
| New | +$507K | 0.14% | 180 |
|