KMS Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.69M | Sell |
14,462
-15,662
| -52% | -$1.83M | 0.24% | 106 |
|
|
2014
Q2 | $3.55M | Buy |
30,124
+16,743
| +125% | +$1.97M | 0.51% | 43 |
|
|
2014
Q1 | $1.5M | Buy |
13,381
+3,748
| +39% | +$421K | 0.24% | 103 |
|
|
2013
Q4 | $1.07M | Buy |
9,633
+1,640
| +21% | +$181K | 0.18% | 132 |
|
|
2013
Q3 | $808K | Buy |
7,993
+547
| +7% | +$55.3K | 0.2% | 124 |
|
|
2013
Q2 | $717K | Buy |
+7,446
| New | +$717K | 0.2% | 126 |
|