WA
SRV

WFG Advisors’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

WFG Advisors’s Portfolio SRV Stock Details SRV Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
2015
Q2 		$4K Hold
2015
Q1 		$4K Sell
2014
Q4 		$689K Buy
2014
Q3 		$962K Buy
2014
Q2 		$915K Buy
2014
Q1 		$615K Buy
2013
Q4 		$574K Sell
2013
Q3 		$599K Sell
2013
Q2 		$661K Buy