KMS Financial Services’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-4,997	Closed	-$342K	–	558
2014 Q1	$342K	Sell	4,997 -168	-3%	-$11.5K	0.05%	343
2013 Q4	$335K	Buy	5,165 +22	+0.4%	+$1.43K	0.06%	348
2013 Q3	$322K	Buy	5,143 +245	+5%	+$15.3K	0.08%	273
2013 Q2	$278K	Buy	+4,898	New	+$278K	0.08%	282