Destiny Wealth Partners’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,475
| Closed | -$209K | – | 169 |
|
|
2023
Q4 | $209K | Buy |
+2,475
| New | +$209K | 0.04% | 151 |
|
|
2023
Q1 | – | Sell |
-365
| Closed | -$31.9K | – | 658 |
|
|
2022
Q4 | $31.9K | Sell |
365
-122
| -25% | -$10.7K | 0.01% | 346 |
|
|
2022
Q3 | $35K | Sell |
487
-167,523
| -100% | -$12M | 0.01% | 309 |
|
|
2022
Q2 | $12M | Buy |
168,010
+2,786
| +2% | +$199K | 2.65% | 5 |
|
|
2022
Q1 | $12.6M | Buy |
165,224
+160,394
| +3,321% | +$12.3M | 2.46% | 9 |
|
|
2021
Q4 | $268K | Buy |
+4,830
| New | +$268K | 0.05% | 152 |
|