Destiny Wealth Partners’s SPDR S&P North American Natural Resources ETF NANR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-75,804
| Closed | -$4.14M | – | 168 |
|
|
2024
Q1 | $4.14M | Sell |
75,804
-8,784
| -10% | -$479K | 0.74% | 49 |
|
|
2023
Q4 | $4.3M | Buy |
84,588
+7,653
| +10% | +$389K | 0.81% | 46 |
|
|
2023
Q3 | $4.07M | Buy |
76,935
+6,155
| +9% | +$326K | 0.82% | 43 |
|
|
2023
Q2 | $3.77M | Buy |
+70,780
| New | +$3.77M | 0.72% | 46 |
|
|
2022
Q3 | – | Sell |
-113
| Closed | -$6K | – | 612 |
|
|
2022
Q2 | $6K | Hold |
113
| – | – | ﹤0.01% | 502 |
|
|
2022
Q1 | $7K | Hold |
113
| – | – | ﹤0.01% | 452 |
|
|
2021
Q4 | $5K | Buy |
+113
| New | +$5K | ﹤0.01% | 485 |
|