KMS Financial Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$335K Buy
2014
Q2
$275K Hold
2014
Q1
$258K Sell
2013
Q4
$270K Sell
2013
Q3
$567K Buy
2013
Q2
$557K Buy