KMS Financial Services’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $533K | Sell |
26,239
-28,030
| -52% | -$569K | 0.07% | 246 |
|
|
2014
Q2 | $1.08M | Sell |
54,269
-727
| -1% | -$14.5K | 0.15% | 148 |
|
|
2014
Q1 | $1.08M | Buy |
54,996
+5,666
| +11% | +$111K | 0.17% | 136 |
|
|
2013
Q4 | $947K | Buy |
49,330
+31,047
| +170% | +$596K | 0.16% | 146 |
|
|
2013
Q3 | $320K | Sell |
18,283
-17,147
| -48% | -$300K | 0.08% | 276 |
|
|
2013
Q2 | $605K | Buy |
+35,430
| New | +$605K | 0.17% | 152 |
|