KMS Financial Services’s iShares S&P 100 ETF OEF Stock Holding History

KMS Financial Services’s Portfolio OEF Stock Details OEF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$536K	Buy
2014 Q2	$317K	Buy
2014 Q1	$291K	Hold
2013 Q4	$290K	Buy
2013 Q3	–	Sell
2013 Q2	$267K	Buy