KMS Financial Services’s iShares US Utilities ETF IDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
Sell
-5,644
Closed -$314K 556
2014
Q2
$314K Buy
+5,644
New +$314K 0.04% 370
2013
Q4
Sell
-5,242
Closed -$246K 539
2013
Q3
$246K Buy
+5,242
New +$246K 0.06% 343