VDFA
Vickerman & Driscoll Financial Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $4.95M | Buy |
89,285
+787
| +0.9% | +$43.6K | 3.04% | 10 |
|
|
2019
Q4 | $5.72M | Buy |
88,498
+467
| +0.5% | +$30.2K | 2.89% | 10 |
|
|
2019
Q3 | $5.7M | Sell |
88,031
-89
| -0.1% | -$5.76K | 3.13% | 9 |
|
|
2019
Q2 | $5.26M | Buy |
88,120
+1,416
| +2% | +$84.4K | 2.91% | 10 |
|
|
2019
Q1 | $5.04M | Buy |
86,704
+36,437
| +72% | +$2.12M | 2.85% | 11 |
|
|
2018
Q4 | $2.66M | Sell |
50,267
-885
| -2% | -$46.8K | 2.07% | 11 |
|
|
2018
Q3 | $2.69M | Sell |
51,152
-1,789
| -3% | -$94.2K | 1.88% | 11 |
|
|
2018
Q2 | $2.75M | Sell |
52,941
-13,763
| -21% | -$715K | 2.01% | 11 |
|
|
2018
Q1 | $3.37M | Sell |
66,704
-1,063
| -2% | -$53.7K | 2.49% | 10 |
|
|
2017
Q4 | $3.57M | Buy |
+67,767
| New | +$3.57M | 2.81% | 9 |
|