Destiny Wealth Partners’s RLI Corp RLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,000
Closed -$266K 190
2023
Q1
$266K Sell
4,000
-732
-15% -$48.6K 0.06% 156
2022
Q4
$311K Sell
4,732
-578
-11% -$37.9K 0.07% 147
2022
Q3
$272K Buy
5,310
+1,446
+37% +$74.1K 0.06% 150
2022
Q2
$225K Buy
3,864
+2,098
+119% +$122K 0.05% 153
2022
Q1
$98K Buy
1,766
+626
+55% +$34.7K 0.02% 249
2021
Q4
$64K Buy
+1,140
New +$64K 0.01% 285