WFG Advisors’s SPDR S&P Software & Services ETF XSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-800
| Closed | -$41K | – | 1719 |
|
|
2015
Q2 | $41K | Hold |
800
| – | – | 0.01% | 781 |
|
|
2015
Q1 | $40K | Hold |
800
| – | – | 0.01% | 791 |
|
|
2014
Q4 | $38K | Hold |
800
| – | – | 0.01% | 988 |
|
|
2014
Q3 | $34K | Hold |
800
| – | – | 0.01% | 1055 |
|
|
2014
Q2 | $35K | Hold |
800
| – | – | 0.01% | 1051 |
|
|
2014
Q1 | $35K | Hold |
800
| – | – | 0.01% | 1044 |
|
|
2013
Q4 | $36K | Hold |
800
| – | – | 0.01% | 1124 |
|
|
2013
Q3 | $34K | Hold |
800
| – | – | 0.01% | 1075 |
|
|
2013
Q2 | $29K | Buy |
+800
| New | +$29K | ﹤0.01% | 1083 |
|