KMS Financial Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $4.67M | Buy |
23,720
+6,035
| +34% | +$1.19M | 0.66% | 24 |
|
|
2014
Q2 | $3.46M | Sell |
17,685
-2,256
| -11% | -$442K | 0.5% | 44 |
|
|
2014
Q1 | $3.73M | Sell |
19,941
-457
| -2% | -$85.5K | 0.59% | 29 |
|
|
2013
Q4 | $3.77M | Buy |
20,398
+5,740
| +39% | +$1.06M | 0.64% | 23 |
|
|
2013
Q3 | $2.46M | Sell |
14,658
-5,760
| -28% | -$968K | 0.6% | 31 |
|
|
2013
Q2 | $3.28M | Buy |
+20,418
| New | +$3.28M | 0.92% | 16 |
|