DWP
Destiny Wealth Partners’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $934K | Hold |
20,766
| – | – | 0.13% | 90 |
|
|
2025
Q1 | $845K | Hold |
20,766
| – | – | 0.13% | 90 |
|
|
2024
Q4 | $874K | Hold |
20,766
| – | – | 0.14% | 88 |
|
|
2024
Q3 | $864K | Hold |
20,766
| – | – | 0.15% | 87 |
|
|
2024
Q2 | $820K | Sell |
20,766
-643
| -3% | -$25.4K | 0.15% | 84 |
|
|
2024
Q1 | $823K | Sell |
21,409
-208
| -1% | -$8K | 0.15% | 78 |
|
|
2023
Q4 | $757K | Sell |
21,617
-763
| -3% | -$26.7K | 0.14% | 79 |
|
|
2023
Q3 | $764K | Sell |
22,380
-284
| -1% | -$9.69K | 0.15% | 83 |
|
|
2023
Q2 | $821K | Sell |
22,664
-783
| -3% | -$28.4K | 0.16% | 84 |
|
|
2023
Q1 | $774K | Buy |
23,447
+10,786
| +85% | +$356K | 0.16% | 78 |
|
|
2022
Q4 | $386K | Buy |
+12,661
| New | +$386K | 0.08% | 110 |
|