KMS Financial Services’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $277K | Sell |
2,516
-94
| -4% | -$10.3K | 0.04% | 389 |
|
|
2014
Q2 | $289K | Sell |
2,610
-34
| -1% | -$3.77K | 0.04% | 395 |
|
|
2014
Q1 | $291K | Buy |
2,644
+147
| +6% | +$16.2K | 0.05% | 385 |
|
|
2013
Q4 | $273K | Hold |
2,497
| – | – | 0.05% | 392 |
|
|
2013
Q3 | $275K | Sell |
2,497
-183
| -7% | -$20.2K | 0.07% | 311 |
|
|
2013
Q2 | $294K | Buy |
+2,680
| New | +$294K | 0.08% | 265 |
|