WFG Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $830K | Buy |
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|
2017
Q1 | $791K | Sell |
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|
2016
Q4 | $762K | Buy |
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|
2016
Q3 | $491K | Sell |
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|
2016
Q2 | $667K | Sell |
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|
2016
Q1 | $821K | Buy |
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|
2015
Q4 | $796K | Buy |
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|
2015
Q3 | $656K | Sell |
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|
2015
Q2 | $755K | Buy |
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|
2015
Q1 | $570K | Sell |
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|
2014
Q4 | $564K | Sell |
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|
2014
Q3 | $977K | Sell |
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|
2014
Q2 | $1M | Buy |
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|
2014
Q1 | $944K | Sell |
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|
2013
Q4 | $6.7M | Buy |
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|
2013
Q3 | $5.35M | Buy |
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|
2013
Q2 | $3.62M | Buy |
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