KMS Financial Services’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$266K Sell
8,028
-3,239
-29% -$107K 0.04% 405
2014
Q2
$374K Buy
11,267
+4,827
+75% +$160K 0.05% 336
2014
Q1
$200K Buy
+6,440
New +$200K 0.03% 478