WFG Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $699K | Buy |
28,328
+1,847
| +7% | +$45.6K | 0.16% | 158 |
|
|
2017
Q1 | $628K | Sell |
26,481
-323
| -1% | -$7.66K | 0.17% | 137 |
|
|
2016
Q4 | $623K | Buy |
26,804
+1,997
| +8% | +$46.4K | 0.15% | 179 |
|
|
2016
Q3 | $479K | Sell |
24,807
-6,124
| -20% | -$118K | 0.12% | 186 |
|
|
2016
Q2 | $621K | Sell |
30,931
-3,096
| -9% | -$62.2K | 0.17% | 150 |
|
|
2016
Q1 | $672K | Buy |
34,027
+1,599
| +5% | +$31.6K | 0.19% | 128 |
|
|
2015
Q4 | $678K | Buy |
32,428
+3,470
| +12% | +$72.6K | 0.2% | 120 |
|
|
2015
Q3 | $576K | Sell |
28,958
-970
| -3% | -$19.3K | 0.18% | 130 |
|
|
2015
Q2 | $641K | Buy |
29,928
+3,572
| +14% | +$76.5K | 0.18% | 130 |
|
|
2015
Q1 | $558K | Sell |
26,356
-20,735
| -44% | -$439K | 0.16% | 151 |
|
|
2014
Q4 | $1.02M | Sell |
47,091
-5,282
| -10% | -$115K | 0.21% | 106 |
|
|
2014
Q3 | $1.07M | Buy |
52,373
+1,152
| +2% | +$23.4K | 0.2% | 115 |
|
|
2014
Q2 | $1.02M | Sell |
51,221
-3,383
| -6% | -$67.5K | 0.19% | 121 |
|
|
2014
Q1 | $1.07M | Sell |
54,604
-335,654
| -86% | -$6.58M | 0.22% | 110 |
|
|
2013
Q4 | $7.49M | Buy |
390,258
+53,200
| +16% | +$1.02M | 1.07% | 8 |
|
|
2013
Q3 | $5.89M | Buy |
337,058
+75,679
| +29% | +$1.32M | 0.91% | 12 |
|
|
2013
Q2 | $4.46M | Buy |
+261,379
| New | +$4.46M | 0.74% | 16 |
|