WFG Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $717K | Buy |
11,043
+549
| +5% | +$35.6K | 0.16% | 149 |
|
|
2017
Q1 | $734K | Buy |
10,494
+2,159
| +26% | +$151K | 0.2% | 121 |
|
|
2016
Q4 | $628K | Buy |
8,335
+2,289
| +38% | +$172K | 0.15% | 177 |
|
|
2016
Q3 | $427K | Buy |
6,046
+1,650
| +38% | +$117K | 0.11% | 202 |
|
|
2016
Q2 | $300K | Sell |
4,396
-396
| -8% | -$27K | 0.08% | 245 |
|
|
2016
Q1 | $297K | Sell |
4,792
-944
| -16% | -$58.5K | 0.09% | 236 |
|
|
2015
Q4 | $346K | Buy |
5,736
+1,494
| +35% | +$90.1K | 0.1% | 209 |
|
|
2015
Q3 | $260K | Buy |
4,242
+219
| +5% | +$13.4K | 0.08% | 239 |
|
|
2015
Q2 | $302K | Buy |
4,023
+928
| +30% | +$69.7K | 0.08% | 243 |
|
|
2015
Q1 | $240K | Sell |
3,095
-2,343
| -43% | -$182K | 0.07% | 308 |
|
|
2014
Q4 | $430K | Sell |
5,438
-2,495
| -31% | -$197K | 0.09% | 252 |
|
|
2014
Q3 | $719K | Sell |
7,933
-5,368
| -40% | -$487K | 0.14% | 181 |
|
|
2014
Q2 | $1.33M | Buy |
13,301
+4,239
| +47% | +$424K | 0.25% | 90 |
|
|
2014
Q1 | $807K | Sell |
9,062
-1,551
| -15% | -$138K | 0.16% | 158 |
|
|
2013
Q4 | $939K | Buy |
10,613
+1,647
| +18% | +$146K | 0.13% | 176 |
|
|
2013
Q3 | $743K | Buy |
8,966
+1,998
| +29% | +$166K | 0.12% | 207 |
|
|
2013
Q2 | $546K | Buy |
+6,968
| New | +$546K | 0.09% | 246 |
|