VDFA
Vickerman & Driscoll Financial Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $6.34M | Sell |
304,685
-20,330
| -6% | -$423K | 3.89% | 4 |
|
|
2019
Q4 | $10M | Sell |
325,015
-8,282
| -2% | -$255K | 5.06% | 6 |
|
|
2019
Q3 | $9.33M | Buy |
333,297
+1,218
| +0.4% | +$34.1K | 5.12% | 5 |
|
|
2019
Q2 | $9.17M | Buy |
332,079
+13,799
| +4% | +$381K | 5.08% | 5 |
|
|
2019
Q1 | $8.18M | Buy |
318,280
+8,028
| +3% | +$206K | 4.62% | 6 |
|
|
2018
Q4 | $7.39M | Buy |
310,252
+35,229
| +13% | +$839K | 5.74% | 5 |
|
|
2018
Q3 | $7.59M | Buy |
275,023
+6,798
| +3% | +$187K | 5.29% | 5 |
|
|
2018
Q2 | $7.13M | Buy |
268,225
+64,975
| +32% | +$1.73M | 5.2% | 6 |
|
|
2018
Q1 | $5.6M | Buy |
203,250
+52,321
| +35% | +$1.44M | 4.14% | 7 |
|
|
2017
Q4 | $4.21M | Buy |
+150,929
| New | +$4.21M | 3.31% | 7 |
|