Destiny Wealth Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Buy |
67,707
+2,213
| +3% | +$560K | 2.3% | 8 |
|
|
2025
Q1 | $13.5M | Buy |
65,494
+2,061
| +3% | +$426K | 2.15% | 9 |
|
|
2024
Q4 | $14.7M | Buy |
63,433
+294
| +0.5% | +$68.4K | 2.41% | 8 |
|
|
2024
Q3 | $14.3M | Sell |
63,139
-472
| -0.7% | -$107K | 2.5% | 8 |
|
|
2024
Q2 | $14.4M | Sell |
63,611
-6,209
| -9% | -$1.4M | 2.59% | 8 |
|
|
2024
Q1 | $14.5M | Sell |
69,820
-6,361
| -8% | -$1.32M | 2.61% | 8 |
|
|
2023
Q4 | $14M | Sell |
76,181
-4,769
| -6% | -$878K | 2.64% | 7 |
|
|
2023
Q3 | $13.3M | Buy |
80,950
+62,768
| +345% | +$10.3M | 2.68% | 6 |
|
|
2023
Q2 | $3.2M | Hold |
18,182
| – | – | 0.61% | 52 |
|
|
2023
Q1 | $2.75M | Buy |
18,182
+1,896
| +12% | +$286K | 0.57% | 48 |
|
|
2022
Q4 | $2.03M | Buy |
16,286
+1,264
| +8% | +$157K | 0.44% | 56 |
|
|
2022
Q3 | $1.78M | Hold |
15,022
| – | – | 0.4% | 61 |
|
|
2022
Q2 | $1.91M | Sell |
15,022
-1,413
| -9% | -$180K | 0.42% | 55 |
|
|
2022
Q1 | $2.61M | Sell |
16,435
-43,255
| -72% | -$6.87M | 0.51% | 53 |
|
|
2021
Q4 | $10.4M | Buy |
59,690
+235
| +0.4% | +$40.9K | 2% | 12 |
|
|
2021
Q3 | $8.88M | Buy |
59,455
+1,616
| +3% | +$241K | 1.78% | 14 |
|
|
2021
Q2 | $8.54M | Buy |
57,839
+3,757
| +7% | +$555K | 1.63% | 19 |
|
|
2021
Q1 | $7.18M | Buy |
54,082
+13,200
| +32% | +$1.75M | 1.5% | 20 |
|
|
2020
Q4 | $5.32M | Buy |
+40,882
| New | +$5.32M | 1.11% | 33 |
|