WFG Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$1.95M Buy
71,168
+8,070
+13% +$222K 0.44% 56
2017
Q1
$1.68M Buy
63,098
+850
+1% +$21.9K 0.45% 51
2016
Q4
$1.5M Buy
62,248
+36,898
+146% +$881K 0.37% 69
2016
Q3
$606K Buy
25,350
+4,926
+24% +$114K 0.15% 159
2016
Q2
$443K Sell
20,424
-8,492
-29% -$184K 0.12% 184
2016
Q1
$641K Sell
28,916
-2,106
-7% -$43.5K 0.19% 136
2015
Q4
$664K Buy
31,022
+1,840
+6% +$39.6K 0.2% 126
2015
Q3
$576K Buy
29,182
+2,120
+8% +$43.7K 0.18% 131
2015
Q2
$560K Buy
27,062
+3,004
+12% +$64.1K 0.15% 145
2015
Q1
$498K Sell
24,058
-4,972
-17% -$104K 0.14% 178
2014
Q4
$600K Buy
29,030
+1,002
+4% +$20.3K 0.12% 186
2014
Q3
$559K Sell
28,028
-1,686
-6% -$33.4K 0.11% 232
2014
Q2
$570K Sell
29,714
-32
-0.1% -$592 0.11% 222
2014
Q1
$541K Buy
29,746
+3,220
+12% +$57.5K 0.11% 226
2013
Q4
$474K Buy
26,526
+11,230
+73% +$190K 0.07% 324
2013
Q3
$245K Sell
15,296
-154
-1% -$2.46K 0.04% 433
2013
Q2
$236K Buy
+15,450
New +$239K 0.04% 425

Other funds holding XLK