WFG Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $708K | Buy |
10,388
+3,282
| +46% | +$224K | 0.16% | 153 |
|
|
2017
Q1 | $462K | Sell |
7,106
-467
| -6% | -$30.4K | 0.12% | 184 |
|
|
2016
Q4 | $471K | Buy |
7,573
+6,209
| +455% | +$386K | 0.12% | 212 |
|
|
2016
Q3 | $80K | Buy |
1,364
+114
| +9% | +$6.69K | 0.02% | 583 |
|
|
2016
Q2 | $70K | Buy |
1,250
+54
| +5% | +$3.02K | 0.02% | 602 |
|
|
2016
Q1 | $66K | Buy |
1,196
+42
| +4% | +$2.32K | 0.02% | 592 |
|
|
2015
Q4 | $61K | Buy |
1,154
+167
| +17% | +$8.83K | 0.02% | 613 |
|
|
2015
Q3 | $49K | Sell |
987
-630
| -39% | -$31.3K | 0.02% | 646 |
|
|
2015
Q2 | $87K | Buy |
1,617
+584
| +57% | +$31.4K | 0.02% | 573 |
|
|
2015
Q1 | $58K | Sell |
1,033
-212
| -17% | -$11.9K | 0.02% | 688 |
|
|
2014
Q4 | $70K | Sell |
1,245
-401
| -24% | -$22.5K | 0.01% | 762 |
|
|
2014
Q3 | $87K | Sell |
1,646
-536
| -25% | -$28.3K | 0.02% | 715 |
|
|
2014
Q2 | $118K | Sell |
2,182
-1,223
| -36% | -$66.1K | 0.02% | 599 |
|
|
2014
Q1 | $178K | Sell |
3,405
-24,669
| -88% | -$1.29M | 0.04% | 464 |
|
|
2013
Q4 | $1.47M | Buy |
28,074
+10,450
| +59% | +$546K | 0.21% | 122 |
|
|
2013
Q3 | $818K | Buy |
17,624
+16,782
| +1,993% | +$779K | 0.13% | 190 |
|
|
2013
Q2 | $36K | Buy |
+842
| New | +$36K | 0.01% | 1012 |
|