WFG Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $158K | Buy |
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|
2017
Q1 | $131K | Sell |
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|
2016
Q4 | $246K | Sell |
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|
2016
Q3 | $456K | Sell |
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|
2016
Q2 | $554K | Sell |
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|
2016
Q1 | $582K | Buy |
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|
2015
Q4 | $374K | Sell |
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|
2015
Q3 | $433K | Sell |
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|
2015
Q2 | $545K | Sell |
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|
2015
Q1 | $757K | Sell |
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|
2014
Q4 | $1.14M | Sell |
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|
2014
Q3 | $1.04M | Buy |
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|
2014
Q2 | $1.08M | Buy |
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|
2014
Q1 | $877K | Sell |
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|
2013
Q4 | $1.88M | Sell |
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|
2013
Q3 | $2.33M | Sell |
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|
2013
Q2 | $2.52M | Buy |
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