Vickerman & Driscoll Financial Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,785
| Closed | -$232K | – | 75 |
|
|
2019
Q4 | $232K | Sell |
3,785
-1,363
| -26% | -$83.5K | 0.12% | 66 |
|
|
2019
Q3 | $300K | Hold |
5,148
| – | – | 0.16% | 68 |
|
|
2019
Q2 | $301K | Sell |
5,148
-57
| -1% | -$3.33K | 0.17% | 68 |
|
|
2019
Q1 | $289K | Sell |
5,205
-14
| -0.3% | -$777 | 0.16% | 68 |
|
|
2018
Q4 | $264K | Sell |
5,219
-1,696
| -25% | -$85.8K | 0.21% | 64 |
|
|
2018
Q3 | $401K | Sell |
6,915
-811
| -10% | -$47K | 0.28% | 62 |
|
|
2018
Q2 | $449K | Sell |
7,726
-130
| -2% | -$7.56K | 0.33% | 59 |
|
|
2018
Q1 | $447K | Sell |
7,856
-84
| -1% | -$4.78K | 0.33% | 68 |
|
|
2017
Q4 | $481K | Buy |
+7,940
| New | +$481K | 0.38% | 66 |
|