VDFA
Vickerman & Driscoll Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,359
| Closed | -$164K | – | 90 |
|
|
2018
Q3 | $164K | Sell |
4,359
-434
| -9% | -$16.3K | 0.11% | 74 |
|
|
2018
Q2 | $179K | Sell |
4,793
-13,777
| -74% | -$515K | 0.13% | 70 |
|
|
2018
Q1 | $631K | Sell |
18,570
-10,768
| -37% | -$366K | 0.47% | 62 |
|
|
2017
Q4 | $1.04M | Buy |
+29,338
| New | +$1.04M | 0.82% | 47 |
|