KMS Financial Services’s SPDR S&P Homebuilders ETF XHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-15,349
| Closed | -$503K | – | 570 |
|
|
2014
Q2 | $503K | Sell |
15,349
-10,228
| -40% | -$335K | 0.07% | 268 |
|
|
2014
Q1 | $833K | Buy |
25,577
+1,528
| +6% | +$49.8K | 0.13% | 176 |
|
|
2013
Q4 | $801K | Sell |
24,049
-7,168
| -23% | -$239K | 0.14% | 173 |
|
|
2013
Q3 | $955K | Buy |
31,217
+3,107
| +11% | +$95.1K | 0.23% | 108 |
|
|
2013
Q2 | $827K | Buy |
+28,110
| New | +$827K | 0.23% | 109 |
|