KMS Financial Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$4.67M Buy
2014
Q2
$3.46M Sell
2014
Q1
$3.73M Sell
2013
Q4
$3.77M Buy
2013
Q3
$2.46M Sell
2013
Q2
$3.28M Buy