KMS Financial Services’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $2.55M | Buy |
28,081
+363
| +1% | +$32.9K | 0.36% | 63 |
|
|
2014
Q2 | $2.78M | Buy |
27,718
+17,710
| +177% | +$1.77M | 0.4% | 62 |
|
|
2014
Q1 | $892K | Buy |
10,008
+728
| +8% | +$64.9K | 0.14% | 166 |
|
|
2013
Q4 | $822K | Buy |
9,280
+1,188
| +15% | +$105K | 0.14% | 167 |
|
|
2013
Q3 | $671K | Buy |
8,092
+1,141
| +16% | +$94.6K | 0.16% | 153 |
|
|
2013
Q2 | $544K | Buy |
+6,951
| New | +$544K | 0.15% | 163 |
|