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 |
|