KMS Financial Services’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$659K Sell
12,408
-605
-5% -$32.1K 0.09% 208
2014
Q2
$703K Hold
13,013
0.1% 203
2014
Q1
$681K Hold
13,013
0.11% 207
2013
Q4
$680K Buy
+13,013
New +$680K 0.11% 204