KMS Financial Services’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $284K | Sell |
4,245
-5,846
| -58% | -$391K | 0.04% | 386 |
|
|
2014
Q2 | $673K | Sell |
10,091
-72
| -0.7% | -$4.8K | 0.1% | 215 |
|
|
2014
Q1 | $658K | Sell |
10,163
-1,565
| -13% | -$101K | 0.1% | 212 |
|
|
2013
Q4 | $784K | Buy |
11,728
+7,980
| +213% | +$533K | 0.13% | 176 |
|
|
2013
Q3 | $227K | Sell |
3,748
-4,852
| -56% | -$294K | 0.06% | 365 |
|
|
2013
Q2 | $487K | Buy |
+8,600
| New | +$487K | 0.14% | 185 |
|