KMS Financial Services’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $323K | Buy |
6,520
+1,142
| +21% | +$56.6K | 0.05% | 357 |
|
|
2014
Q2 | $267K | Sell |
5,378
-1,449
| -21% | -$71.9K | 0.04% | 416 |
|
|
2014
Q1 | $322K | Buy |
6,827
+1,507
| +28% | +$71.1K | 0.05% | 360 |
|
|
2013
Q4 | $246K | Sell |
5,320
-1,334
| -20% | -$61.7K | 0.04% | 417 |
|
|
2013
Q3 | $280K | Sell |
6,654
-21,797
| -77% | -$917K | 0.07% | 304 |
|
|
2013
Q2 | $1.09M | Buy |
+28,451
| New | +$1.09M | 0.31% | 81 |
|