KMS Financial Services’s Visa V Stock Holding History

KMS Financial Services’s Portfolio V Stock Details V Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$2.98M	Sell
2014 Q2	$3.04M	Sell
2014 Q1	$3.14M	Buy
2013 Q4	$3.15M	Buy
2013 Q3	$519K	Sell
2013 Q2	$507K	Buy