Destiny Wealth Partners’s SPDR S&P Software & Services ETF XSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-206
| Closed | -$22K | – | 715 |
|
|
2022
Q3 | $22K | Hold |
206
| – | – | ﹤0.01% | 345 |
|
|
2022
Q2 | $23K | Sell |
206
-667
| -76% | -$74.5K | 0.01% | 343 |
|
|
2022
Q1 | $129K | Hold |
873
| – | – | 0.03% | 197 |
|
|
2021
Q4 | $144K | Hold |
873
| – | – | 0.03% | 203 |
|
|
2021
Q3 | $150K | Buy |
+873
| New | +$150K | 0.03% | 188 |
|
|
2021
Q2 | – | Sell |
-873
| Closed | -$137K | – | 535 |
|
|
2021
Q1 | $137K | Sell |
873
-1,907
| -69% | -$299K | 0.03% | 193 |
|
|
2020
Q4 | $428K | Buy |
+2,780
| New | +$428K | 0.09% | 112 |
|