DWP
Destiny Wealth Partners’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Hold |
4,815
| – | – | 0.07% | 118 |
|
|
2025
Q1 | $464K | Hold |
4,815
| – | – | 0.07% | 110 |
|
|
2024
Q4 | $466K | Hold |
4,815
| – | – | 0.08% | 112 |
|
|
2024
Q3 | $435K | Hold |
4,815
| – | – | 0.08% | 109 |
|
|
2024
Q2 | $412K | Sell |
4,815
-348
| -7% | -$29.8K | 0.07% | 110 |
|
|
2024
Q1 | $422K | Hold |
5,163
| – | – | 0.08% | 107 |
|
|
2023
Q4 | $370K | Hold |
5,163
| – | – | 0.07% | 116 |
|
|
2023
Q3 | $339K | Hold |
5,163
| – | – | 0.07% | 121 |
|
|
2023
Q2 | $338K | Hold |
5,163
| – | – | 0.06% | 123 |
|
|
2023
Q1 | $299K | Buy |
5,163
+4,235
| +456% | +$246K | 0.06% | 135 |
|
|
2022
Q4 | $44.5K | Buy |
+928
| New | +$44.5K | 0.01% | 306 |
|
|
2022
Q2 | – | Sell |
-1,613
| Closed | -$111K | – | 665 |
|
|
2022
Q1 | $111K | Hold |
1,613
| – | – | 0.02% | 218 |
|
|
2021
Q4 | $125K | Hold |
1,613
| – | – | 0.02% | 215 |
|
|
2021
Q3 | $129K | Buy |
+1,613
| New | +$129K | 0.03% | 199 |
|
|
2021
Q2 | – | Sell |
-1,613
| Closed | -$118K | – | 527 |
|
|
2021
Q1 | $118K | Sell |
1,613
-1,352
| -46% | -$98.9K | 0.02% | 198 |
|
|
2020
Q4 | $200K | Buy |
+2,965
| New | +$200K | 0.04% | 203 |
|