WFG Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$717K	Buy	22,086 +1,098	+5%	+$36.9K	0.16%	149
2017 Q1	$734K	Buy	20,988 +4,318	+26%	+$156K	0.2%	121
2016 Q4	$628K	Buy	16,670 +4,578	+38%	+$166K	0.15%	177
2016 Q3	$427K	Buy	12,092 +3,300	+38%	+$113K	0.11%	202
2016 Q2	$300K	Sell	8,792 -792	-8%	-$26.1K	0.08%	245
2016 Q1	$297K	Sell	9,584 -1,888	-16%	-$54.8K	0.09%	236
2015 Q4	$346K	Buy	11,472 +2,988	+35%	+$98.3K	0.1%	209
2015 Q3	$260K	Buy	8,484 +438	+5%	+$14.8K	0.08%	239
2015 Q2	$302K	Buy	8,046 +1,856	+30%	+$73.7K	0.08%	243
2015 Q1	$240K	Sell	6,190 -4,686	-43%	-$182K	0.07%	308
2014 Q4	$430K	Sell	10,876 -4,990	-31%	-$207K	0.09%	252
2014 Q3	$719K	Sell	15,866 -10,736	-40%	-$520K	0.14%	181
2014 Q2	$1.33M	Buy	26,602 +8,478	+47%	+$401K	0.25%	90
2014 Q1	$807K	Sell	18,124 -3,102	-15%	-$134K	0.16%	158
2013 Q4	$939K	Buy	21,226 +3,294	+18%	+$142K	0.13%	176
2013 Q3	$743K	Buy	17,932 +3,996	+29%	+$165K	0.12%	207
2013 Q2	$546K	Buy	+13,936	New	+$552K	0.09%	246