KMS Financial Services’s iShares US Healthcare ETF IYH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$284K Buy
10,565
+1,425
+16% +$38.3K 0.04% 385
2014
Q2
$234K Sell
9,140
-1,530
-14% -$39.2K 0.03% 452
2014
Q1
$263K Buy
+10,670
New +$263K 0.04% 410
2013
Q4
Sell
-11,105
Closed -$238K 541
2013
Q3
$238K Buy
+11,105
New +$238K 0.06% 355