KMS Financial Services’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$1.06M Sell
64,811
-49,904
-44% -$816K 0.15% 154
2014
Q2
$2.32M Buy
114,715
+47,227
+70% +$956K 0.33% 69
2014
Q1
$1.29M Buy
67,488
+12,104
+22% +$230K 0.2% 120
2013
Q4
$1.04M Buy
55,384
+31,971
+137% +$598K 0.17% 134
2013
Q3
$489K Buy
23,413
+3,835
+20% +$80.1K 0.12% 204
2013
Q2
$372K Buy
+19,578
New +$372K 0.1% 233