DWP
Destiny Wealth Partners’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Hold |
2,602
| – | – | 0.08% | 114 |
|
|
2025
Q1 | $514K | Hold |
2,602
| – | – | 0.08% | 108 |
|
|
2024
Q4 | $584K | Buy |
2,602
+47
| +2% | +$10.5K | 0.1% | 104 |
|
|
2024
Q3 | $512K | Hold |
2,555
| – | – | 0.09% | 103 |
|
|
2024
Q2 | $466K | Sell |
2,555
-174
| -6% | -$31.7K | 0.08% | 104 |
|
|
2024
Q1 | $502K | Buy |
2,729
+150
| +6% | +$27.6K | 0.09% | 95 |
|
|
2023
Q4 | $444K | Hold |
2,579
| – | – | 0.08% | 101 |
|
|
2023
Q3 | $415K | Hold |
2,579
| – | – | 0.08% | 105 |
|
|
2023
Q2 | $441K | Hold |
2,579
| – | – | 0.08% | 103 |
|
|
2023
Q1 | $386K | Buy |
2,579
+1,115
| +76% | +$167K | 0.08% | 110 |
|
|
2022
Q4 | $189K | Buy |
1,464
+464
| +46% | +$59.9K | 0.04% | 182 |
|
|
2022
Q3 | $142K | Hold |
1,000
| – | – | 0.03% | 202 |
|
|
2022
Q2 | $137K | Hold |
1,000
| – | – | 0.03% | 216 |
|
|
2022
Q1 | $185K | Sell |
1,000
-253
| -20% | -$46.8K | 0.04% | 163 |
|
|
2021
Q4 | $256K | Buy |
1,253
+253
| +25% | +$51.7K | 0.05% | 154 |
|
|
2021
Q3 | $179K | Buy |
+1,000
| New | +$179K | 0.04% | 174 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$168K | – | 532 |
|
|
2021
Q1 | $168K | Hold |
1,000
| – | – | 0.04% | 171 |
|
|
2020
Q4 | $161K | Buy |
+1,000
| New | +$161K | 0.03% | 217 |
|