VDFA
Vickerman & Driscoll Financial Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $4.3M | Sell |
97,255
-10,220
| -10% | -$452K | 2.64% | 15 |
|
|
2019
Q4 | $5.76M | Sell |
107,475
-32
| -0% | -$1.72K | 2.91% | 9 |
|
|
2019
Q3 | $5.32M | Sell |
107,507
-1,004
| -0.9% | -$49.7K | 2.92% | 10 |
|
|
2019
Q2 | $5.34M | Hold |
108,511
| – | – | 2.96% | 9 |
|
|
2019
Q1 | $5.08M | Buy |
108,511
+840
| +0.8% | +$39.3K | 2.86% | 10 |
|
|
2018
Q4 | $4.45M | Buy |
107,671
+37,626
| +54% | +$1.55M | 3.45% | 8 |
|
|
2018
Q3 | $3.43M | Buy |
+70,045
| New | +$3.43M | 2.39% | 10 |
|