KMS Financial Services’s iShares Global Energy ETF IXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$360K Buy
2014
Q2
$397K Hold
2014
Q1
$359K Sell
2013
Q4
$369K Buy
2013
Q3
$339K Buy
2013
Q2
$302K Buy