Destiny Wealth Partners’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
1,912
| – | – | 0.03% | 168 |
|
|
2025
Q1 | $279K | Hold |
1,912
| – | – | 0.04% | 135 |
|
|
2024
Q4 | $263K | Hold |
1,912
| – | – | 0.04% | 142 |
|
|
2024
Q3 | $294K | Hold |
1,912
| – | – | 0.05% | 129 |
|
|
2024
Q2 | $279K | Sell |
1,912
-267
| -12% | -$38.9K | 0.05% | 132 |
|
|
2024
Q1 | $322K | Sell |
2,179
-44
| -2% | -$6.5K | 0.06% | 120 |
|
|
2023
Q4 | $310K | Hold |
2,223
| – | – | 0.06% | 125 |
|
|
2023
Q3 | $286K | Hold |
2,223
| – | – | 0.06% | 137 |
|
|
2023
Q2 | $303K | Hold |
2,223
| – | – | 0.06% | 136 |
|
|
2023
Q1 | $288K | Buy |
2,223
+1,067
| +92% | +$138K | 0.06% | 142 |
|
|
2022
Q4 | $157K | Buy |
1,156
+712
| +160% | +$96.7K | 0.03% | 194 |
|
|
2022
Q3 | $54K | Hold |
444
| – | – | 0.01% | 271 |
|
|
2022
Q2 | $57K | Hold |
444
| – | – | 0.01% | 270 |
|
|
2022
Q1 | $61K | Hold |
444
| – | – | 0.01% | 295 |
|
|
2021
Q4 | $63K | Hold |
444
| – | – | 0.01% | 289 |
|
|
2021
Q3 | $57K | Buy |
+444
| New | +$57K | 0.01% | 266 |
|
|
2021
Q2 | – | Sell |
-444
| Closed | -$52K | – | 531 |
|
|
2021
Q1 | $52K | Hold |
444
| – | – | 0.01% | 261 |
|
|
2020
Q4 | $50K | Buy |
+444
| New | +$50K | 0.01% | 287 |
|