Vickerman & Driscoll Financial Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $12.8M | Buy |
159,813
+20,705
| +15% | +$1.66M | 7.88% | 1 |
|
|
2019
Q4 | $12.8M | Sell |
139,108
-2,990
| -2% | -$274K | 6.44% | 1 |
|
|
2019
Q3 | $11.4M | Sell |
142,098
-272
| -0.2% | -$21.9K | 6.28% | 1 |
|
|
2019
Q2 | $11.1M | Buy |
142,370
+2,734
| +2% | +$213K | 6.16% | 3 |
|
|
2019
Q1 | $10.3M | Buy |
139,636
+4,771
| +4% | +$353K | 5.83% | 5 |
|
|
2018
Q4 | $8.36M | Sell |
134,865
-402
| -0.3% | -$24.9K | 6.5% | 2 |
|
|
2018
Q3 | $10.2M | Sell |
135,267
-12,415
| -8% | -$935K | 7.11% | 2 |
|
|
2018
Q2 | $10.3M | Sell |
147,682
-150
| -0.1% | -$10.4K | 7.49% | 1 |
|
|
2018
Q1 | $9.67M | Buy |
147,832
+10,124
| +7% | +$662K | 7.14% | 1 |
|
|
2017
Q4 | $8.81M | Buy |
+137,708
| New | +$8.81M | 6.92% | 2 |
|