WFG Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $699K | Buy |
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|
2017
Q1 | $628K | Sell |
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|
2016
Q4 | $623K | Buy |
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|
2016
Q3 | $479K | Sell |
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|
2016
Q2 | $621K | Sell |
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|
2016
Q1 | $672K | Buy |
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|
2015
Q4 | $678K | Buy |
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|
2015
Q3 | $576K | Sell |
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|
2015
Q2 | $641K | Buy |
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|
2015
Q1 | $558K | Sell |
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|
2014
Q4 | $1.02M | Sell |
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|
2014
Q3 | $1.06M | Buy |
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|
2014
Q2 | $1.02M | Sell |
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|
2014
Q1 | $1.07M | Sell |
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|
2013
Q4 | $7.49M | Buy |
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|
2013
Q3 | $5.89M | Buy |
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|
2013
Q2 | $4.46M | Buy |
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