DWP
Destiny Wealth Partners’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-758
| Closed | -$62.9K | – | 655 |
|
|
2022
Q4 | $62.9K | Sell |
758
-4,038
| -84% | -$335K | 0.01% | 266 |
|
|
2022
Q3 | $380K | Hold |
4,796
| – | – | 0.09% | 107 |
|
|
2022
Q2 | $356K | Hold |
4,796
| – | – | 0.08% | 100 |
|
|
2022
Q1 | $431K | Sell |
4,796
-47,527
| -91% | -$4.27M | 0.08% | 103 |
|
|
2021
Q4 | $5.86M | Sell |
52,323
-261
| -0.5% | -$29.2K | 1.13% | 34 |
|
|
2021
Q3 | $6.61M | Buy |
52,584
+3,050
| +6% | +$383K | 1.33% | 25 |
|
|
2021
Q2 | $6.71M | Buy |
49,534
+3,274
| +7% | +$443K | 1.28% | 25 |
|
|
2021
Q1 | $6.28M | Buy |
46,260
+5,028
| +12% | +$682K | 1.31% | 26 |
|
|
2020
Q4 | $5.81M | Buy |
+41,232
| New | +$5.81M | 1.21% | 24 |
|