WFG Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $207K | Buy |
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|
2017
Q1 | $197K | Buy |
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|
2016
Q4 | $139K | Buy |
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|
2016
Q3 | $31K | Sell |
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|
2016
Q2 | $39K | Buy |
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|
2016
Q1 | $24K | Hold |
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|
2015
Q4 | $24K | Buy |
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|
2015
Q3 | $4K | Sell |
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|
2015
Q2 | $18K | Buy |
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|
2015
Q1 | $9K | Buy |
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|
2014
Q4 | $0 | Sell |
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|
2014
Q3 | $112K | Buy |
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|
2014
Q2 | $112K | Sell |
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|
2014
Q1 | $140K | Sell |
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|
2013
Q4 | $5.6M | Buy |
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|
2013
Q3 | $4.83M | Buy |
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|
2013
Q2 | $3.31M | Buy |
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