LPL Financial’s Destiny Tech100 DXYZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.63M | Buy |
42,779
+23,795
| +125% | +$906K | ﹤0.01% | 3295 |
|
2025
Q1 | $672K | Buy |
18,984
+5,260
| +38% | +$186K | ﹤0.01% | 3842 |
|
2024
Q4 | $808K | Buy |
+13,724
| New | +$808K | ﹤0.01% | 3644 |
|
2024
Q2 | – | Sell |
-50,805
| Closed | -$1.27M | – | 5034 |
|
2024
Q1 | $1.27M | Buy |
+50,805
| New | +$1.27M | ﹤0.01% | 2939 |
|