VDFA
Vickerman & Driscoll Financial Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $782K | Sell |
26,912
-53,671
| -67% | -$1.56M | 0.48% | 46 |
|
|
2019
Q4 | $4.84M | Buy |
80,583
+5,076
| +7% | +$305K | 2.44% | 16 |
|
|
2019
Q3 | $4.47M | Buy |
75,507
+203
| +0.3% | +$12K | 2.45% | 13 |
|
|
2019
Q2 | $4.8M | Sell |
75,304
-15,669
| -17% | -$998K | 2.66% | 12 |
|
|
2019
Q1 | $6.02M | Buy |
90,973
+4,023
| +5% | +$266K | 3.39% | 8 |
|
|
2018
Q4 | $4.99M | Sell |
86,950
-2,899
| -3% | -$166K | 3.88% | 7 |
|
|
2018
Q3 | $6.81M | Sell |
89,849
-16,902
| -16% | -$1.28M | 4.75% | 7 |
|
|
2018
Q2 | $8.11M | Buy |
106,751
+18,985
| +22% | +$1.44M | 5.92% | 3 |
|
|
2018
Q1 | $5.92M | Buy |
87,766
+21,121
| +32% | +$1.42M | 4.37% | 6 |
|
|
2017
Q4 | $4.82M | Buy |
+66,645
| New | +$4.82M | 3.78% | 6 |
|