KMS Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.3M | Buy |
14,404
+285
| +2% | +$25.7K | 0.18% | 129 |
|
|
2014
Q2 | $1.28M | Sell |
14,119
-425
| -3% | -$38.4K | 0.18% | 127 |
|
|
2014
Q1 | $1.26M | Sell |
14,544
-76
| -0.5% | -$6.61K | 0.2% | 121 |
|
|
2013
Q4 | $1.25M | Sell |
14,620
-22
| -0.2% | -$1.88K | 0.21% | 113 |
|
|
2013
Q3 | $1.15M | Sell |
14,642
-312
| -2% | -$24.4K | 0.28% | 83 |
|
|
2013
Q2 | $1.14M | Buy |
+14,954
| New | +$1.14M | 0.32% | 76 |
|