VDFA
Vickerman & Driscoll Financial Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $4.83M | Buy |
49,198
+7,628
| +18% | +$748K | 2.96% | 11 |
|
|
2019
Q4 | $5.21M | Sell |
41,570
-183
| -0.4% | -$23K | 2.63% | 13 |
|
|
2019
Q3 | $5.04M | Sell |
41,753
-141
| -0.3% | -$17K | 2.77% | 11 |
|
|
2019
Q2 | $4.99M | Sell |
41,894
-865
| -2% | -$103K | 2.77% | 11 |
|
|
2019
Q1 | $4.87M | Buy |
42,759
+275
| +0.6% | +$31.3K | 2.75% | 12 |
|
|
2018
Q4 | $4.21M | Sell |
42,484
-1,073
| -2% | -$106K | 3.27% | 9 |
|
|
2018
Q3 | $5.11M | Sell |
43,557
-10,943
| -20% | -$1.28M | 3.56% | 8 |
|
|
2018
Q2 | $5.96M | Buy |
54,500
+820
| +2% | +$89.6K | 4.35% | 8 |
|
|
2018
Q1 | $5.44M | Buy |
53,680
+991
| +2% | +$100K | 4.01% | 8 |
|
|
2017
Q4 | $5.2M | Buy |
+52,689
| New | +$5.2M | 4.09% | 5 |
|