KMS Financial Services’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$3.07M Sell
26,373
-507
-2% -$58.9K 0.43% 56
2014
Q2
$3.44M Sell
26,880
-1,949
-7% -$249K 0.49% 46
2014
Q1
$3.56M Sell
28,829
-1,490
-5% -$184K 0.56% 32
2013
Q4
$3.52M Buy
30,319
+892
+3% +$104K 0.59% 29
2013
Q3
$3.77M Buy
29,427
+8,778
+43% +$1.13M 0.92% 14
2013
Q2
$2.46M Buy
+20,649
New +$2.46M 0.69% 28