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 |
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|
2017
Q1 | $734K | Buy |
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|
2016
Q4 | $628K | Buy |
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|
2016
Q3 | $427K | Buy |
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|
2016
Q2 | $300K | Sell |
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|
2016
Q1 | $297K | Sell |
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|
2015
Q4 | $346K | Buy |
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|
2015
Q3 | $260K | Buy |
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|
2015
Q2 | $302K | Buy |
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|
2015
Q1 | $240K | Sell |
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|
2014
Q4 | $430K | Sell |
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|
2014
Q3 | $719K | Sell |
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|
2014
Q2 | $1.33M | Buy |
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|
2014
Q1 | $807K | Sell |
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|
2013
Q4 | $939K | Buy |
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|
2013
Q3 | $743K | Buy |
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|
2013
Q2 | $546K | Buy |
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