KMS Financial Services’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.33M | Buy |
20,734
+3,606
| +21% | +$230K | 0.19% | 127 |
|
|
2014
Q2 | $1.04M | Buy |
17,128
+141
| +0.8% | +$8.58K | 0.15% | 153 |
|
|
2014
Q1 | $994K | Buy |
16,987
+4,455
| +36% | +$261K | 0.16% | 149 |
|
|
2013
Q4 | $695K | Buy |
12,532
+2,170
| +21% | +$120K | 0.12% | 200 |
|
|
2013
Q3 | $524K | Buy |
10,362
+2,825
| +37% | +$143K | 0.13% | 191 |
|
|
2013
Q2 | $359K | Buy |
+7,537
| New | +$359K | 0.1% | 239 |
|