Destiny Wealth Partners’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Hold |
6,134
| – | – | 0.06% | 126 |
|
|
2025
Q1 | $403K | Hold |
6,134
| – | – | 0.06% | 118 |
|
|
2024
Q4 | $423K | Hold |
6,134
| – | – | 0.07% | 118 |
|
|
2024
Q3 | $414K | Sell |
6,134
-781
| -11% | -$52.7K | 0.07% | 114 |
|
|
2024
Q2 | $443K | Hold |
6,915
| – | – | 0.08% | 105 |
|
|
2024
Q1 | $425K | Sell |
6,915
-113
| -2% | -$6.95K | 0.08% | 105 |
|
|
2023
Q4 | $386K | Hold |
7,028
| – | – | 0.07% | 111 |
|
|
2023
Q3 | $353K | Sell |
7,028
-76
| -1% | -$3.82K | 0.07% | 116 |
|
|
2023
Q2 | $378K | Sell |
7,104
-79
| -1% | -$4.2K | 0.07% | 115 |
|
|
2023
Q1 | $346K | Buy |
7,183
+5,856
| +441% | +$282K | 0.07% | 118 |
|
|
2022
Q4 | $59.7K | Buy |
1,327
+546
| +70% | +$24.6K | 0.01% | 273 |
|
|
2022
Q3 | $33K | Hold |
781
| – | – | 0.01% | 312 |
|
|
2022
Q2 | $35K | Hold |
781
| – | – | 0.01% | 309 |
|
|
2022
Q1 | $41K | Hold |
781
| – | – | 0.01% | 330 |
|
|
2021
Q4 | $44K | Hold |
781
| – | – | 0.01% | 331 |
|
|
2021
Q3 | $39K | Buy |
+781
| New | +$39K | 0.01% | 325 |
|
|
2021
Q2 | – | Sell |
-781
| Closed | -$36K | – | 457 |
|
|
2021
Q1 | $36K | Hold |
781
| – | – | 0.01% | 313 |
|
|
2020
Q4 | $34K | Buy |
+781
| New | +$34K | 0.01% | 323 |
|