BCWM
DXYZ

Bartlett & Co Wealth Management’s Destiny Tech100 DXYZ Stock Holding History

Bartlett & Co Wealth Management’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$91.4K Hold
2,400
– – ﹤0.01% 564
2025
Q1 		$84.9K Hold
2,400
– – ﹤0.01% 568
2024
Q4 		$141K Sell
2,400
-600
-20% -$35.3K ﹤0.01% 495
2024
Q3 		$29.9K Hold
3,000
– – ﹤0.01% 747
2024
Q2 		$45.7K Buy
+3,000
New +$45.7K ﹤0.01% 675