Destiny Wealth Partners’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
260,374
+8,609
| +3% | +$451K | 1.83% | 12 |
|
|
2025
Q1 | $12.5M | Buy |
251,765
+7,317
| +3% | +$364K | 1.99% | 11 |
|
|
2024
Q4 | $11.8M | Buy |
244,448
+1,754
| +0.7% | +$84.8K | 1.93% | 14 |
|
|
2024
Q3 | $11M | Sell |
242,694
-35
| -0% | -$1.59K | 1.93% | 14 |
|
|
2024
Q2 | $9.98M | Buy |
242,729
+223,819
| +1,184% | +$9.2M | 1.79% | 18 |
|
|
2024
Q1 | $796K | Hold |
18,910
| – | – | 0.14% | 79 |
|
|
2023
Q4 | $711K | Hold |
18,910
| – | – | 0.13% | 83 |
|
|
2023
Q3 | $627K | Hold |
18,910
| – | – | 0.13% | 87 |
|
|
2023
Q2 | $667K | Sell |
18,910
-3,467
| -15% | -$122K | 0.13% | 86 |
|
|
2023
Q1 | $719K | Sell |
22,377
-314,710
| -93% | -$10.1M | 0.15% | 84 |
|
|
2022
Q4 | $11.5M | Buy |
337,087
+13,969
| +4% | +$478K | 2.5% | 8 |
|
|
2022
Q3 | $9.81M | Buy |
323,118
+313,557
| +3,280% | +$9.52M | 2.2% | 10 |
|
|
2022
Q2 | $301K | Sell |
9,561
-634
| -6% | -$20K | 0.07% | 125 |
|
|
2022
Q1 | $391K | Hold |
10,195
| – | – | 0.08% | 108 |
|
|
2021
Q4 | $398K | Hold |
10,195
| – | – | 0.08% | 119 |
|
|
2021
Q3 | $383K | Hold |
10,195
| – | – | 0.08% | 121 |
|
|
2021
Q2 | $374K | Hold |
10,195
| – | – | 0.07% | 139 |
|
|
2021
Q1 | $347K | Hold |
10,195
| – | – | 0.07% | 123 |
|
|
2020
Q4 | $301K | Buy |
+10,195
| New | +$301K | 0.06% | 157 |
|