KMS Financial Services’s iShares US Technology ETF IYW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$312K Buy
12,396
+1,464
+13% +$36.8K 0.04% 366
2014
Q2
$265K Sell
10,932
-1,440
-12% -$34.9K 0.04% 420
2014
Q1
$282K Buy
12,372
+2,152
+21% +$49.1K 0.04% 398
2013
Q4
$226K Sell
10,220
-2,204
-18% -$48.7K 0.04% 443
2013
Q3
$244K Buy
+12,424
New +$244K 0.06% 345