WFG Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.95M | Buy |
35,584
+4,035
| +13% | +$221K | 0.44% | 56 |
|
|
2017
Q1 | $1.68M | Buy |
31,549
+425
| +1% | +$22.7K | 0.45% | 51 |
|
|
2016
Q4 | $1.51M | Buy |
31,124
+18,449
| +146% | +$892K | 0.37% | 69 |
|
|
2016
Q3 | $606K | Buy |
12,675
+2,463
| +24% | +$118K | 0.15% | 159 |
|
|
2016
Q2 | $443K | Sell |
10,212
-4,246
| -29% | -$184K | 0.12% | 184 |
|
|
2016
Q1 | $641K | Sell |
14,458
-1,053
| -7% | -$46.7K | 0.19% | 136 |
|
|
2015
Q4 | $664K | Buy |
15,511
+920
| +6% | +$39.4K | 0.2% | 126 |
|
|
2015
Q3 | $576K | Buy |
14,591
+1,060
| +8% | +$41.8K | 0.18% | 131 |
|
|
2015
Q2 | $560K | Buy |
13,531
+1,502
| +12% | +$62.2K | 0.15% | 145 |
|
|
2015
Q1 | $498K | Sell |
12,029
-2,486
| -17% | -$103K | 0.14% | 178 |
|
|
2014
Q4 | $600K | Buy |
14,515
+501
| +4% | +$20.7K | 0.12% | 186 |
|
|
2014
Q3 | $559K | Sell |
14,014
-843
| -6% | -$33.6K | 0.11% | 232 |
|
|
2014
Q2 | $570K | Sell |
14,857
-16
| -0.1% | -$614 | 0.11% | 222 |
|
|
2014
Q1 | $541K | Buy |
14,873
+1,610
| +12% | +$58.6K | 0.11% | 226 |
|
|
2013
Q4 | $474K | Buy |
13,263
+5,615
| +73% | +$201K | 0.07% | 324 |
|
|
2013
Q3 | $245K | Sell |
7,648
-77
| -1% | -$2.47K | 0.04% | 433 |
|
|
2013
Q2 | $236K | Buy |
+7,725
| New | +$236K | 0.04% | 425 |
|