VDFA
Vickerman & Driscoll Financial Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $5.31M | Buy |
97,537
+4,839
| +5% | +$264K | 3.26% | 7 |
|
|
2019
Q4 | $5.84M | Sell |
92,698
-9,516
| -9% | -$599K | 2.95% | 8 |
|
|
2019
Q3 | $6.28M | Sell |
102,214
-653
| -0.6% | -$40.1K | 3.44% | 8 |
|
|
2019
Q2 | $5.97M | Sell |
102,867
-375
| -0.4% | -$21.8K | 3.31% | 8 |
|
|
2019
Q1 | $5.79M | Sell |
103,242
-51,345
| -33% | -$2.88M | 3.27% | 9 |
|
|
2018
Q4 | $7.85M | Buy |
154,587
+6,771
| +5% | +$344K | 6.1% | 3 |
|
|
2018
Q3 | $7.97M | Buy |
147,816
+123
| +0.1% | +$6.63K | 5.56% | 4 |
|
|
2018
Q2 | $7.61M | Buy |
147,693
+20,578
| +16% | +$1.06M | 5.55% | 4 |
|
|
2018
Q1 | $6.69M | Buy |
127,115
+10,826
| +9% | +$570K | 4.94% | 5 |
|
|
2017
Q4 | $6.62M | Buy |
+116,289
| New | +$6.62M | 5.2% | 3 |
|