VDFA
Vickerman & Driscoll Financial Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $4.4M | Buy |
74,526
+13,929
| +23% | +$822K | 2.7% | 14 |
|
|
2019
Q4 | $4.94M | Buy |
60,597
+982
| +2% | +$80K | 2.49% | 14 |
|
|
2019
Q3 | $4.63M | Buy |
59,615
+220
| +0.4% | +$17.1K | 2.54% | 12 |
|
|
2019
Q2 | $4.6M | Sell |
59,395
-1,091
| -2% | -$84.5K | 2.55% | 13 |
|
|
2019
Q1 | $4.54M | Sell |
60,486
-30,103
| -33% | -$2.26M | 2.56% | 13 |
|
|
2018
Q4 | $5.84M | Sell |
90,589
-1,594
| -2% | -$103K | 4.54% | 6 |
|
|
2018
Q3 | $7.23M | Sell |
92,183
-954
| -1% | -$74.8K | 5.04% | 6 |
|
|
2018
Q2 | $6.67M | Sell |
93,137
-19,835
| -18% | -$1.42M | 4.87% | 7 |
|
|
2018
Q1 | $8.39M | Sell |
112,972
-5,549
| -5% | -$412K | 6.2% | 2 |
|
|
2017
Q4 | $8.97M | Buy |
+118,521
| New | +$8.97M | 7.05% | 1 |
|