Destiny Wealth Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-777
| Closed | -$54.8K | – | 660 |
|
|
2022
Q4 | $54.8K | Sell |
777
-162,100
| -100% | -$11.4M | 0.01% | 285 |
|
|
2022
Q3 | $10.7M | Buy |
162,877
+162,377
| +32,475% | +$10.6M | 2.4% | 6 |
|
|
2022
Q2 | $35K | Sell |
500
-33
| -6% | -$2.31K | 0.01% | 311 |
|
|
2022
Q1 | $40K | Hold |
533
| – | – | 0.01% | 334 |
|
|
2021
Q4 | $38K | Hold |
533
| – | – | 0.01% | 350 |
|
|
2021
Q3 | $34K | Buy |
+533
| New | +$34K | 0.01% | 338 |
|
|
2021
Q2 | – | Sell |
-533
| Closed | -$34K | – | 530 |
|
|
2021
Q1 | $34K | Sell |
533
-298
| -36% | -$19K | 0.01% | 324 |
|
|
2020
Q4 | $52K | Buy |
+831
| New | +$52K | 0.01% | 281 |
|