KMS Financial Services’s iShares Mortgage Real Estate ETF REM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-8,856
Closed -$408K 558
2013
Q4
$408K Buy
8,856
+4,431
+100% +$204K 0.07% 312
2013
Q3
$212K Buy
4,425
+1,775
+67% +$85K 0.05% 382
2013
Q2
$134K Buy
+2,650
New +$134K 0.04% 360