KMS Financial Services’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

KMS Financial Services’s Portfolio CWB Stock Details CWB 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	$352K	Sell
2014 Q2	$400K	Buy
2014 Q1	$302K	Buy
2013 Q4	$286K	Buy
2013 Q3	$275K	Sell
2013 Q2	$364K	Buy