KMS Financial Services’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$967K Buy
8,024
+1,236
+18% +$149K 0.14% 165
2014
Q2
$849K Buy
6,788
+357
+6% +$44.7K 0.12% 178
2014
Q1
$797K Buy
6,431
+634
+11% +$78.6K 0.13% 185
2013
Q4
$706K Sell
5,797
-2,611
-31% -$318K 0.12% 194
2013
Q3
$1.01M Sell
8,408
-840
-9% -$100K 0.24% 104
2013
Q2
$1.1M Buy
+9,248
New +$1.1M 0.31% 79