KMS Financial Services’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$299K Buy
7,496
+2,105
+39% +$84K 0.04% 375
2014
Q2
$207K Sell
5,391
-977
-15% -$37.5K 0.03% 491
2014
Q1
$232K Buy
6,368
+550
+9% +$20K 0.04% 446
2013
Q4
$208K Buy
+5,818
New +$208K 0.04% 461