Mount Yale Investment Advisors’s Destination XL Group DXLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-80,001
| Closed | -$291K | – | 546 |
|
|
2024
Q2 | $291K | Hold |
80,001
| – | – | 0.02% | 438 |
|
|
2024
Q1 | $288K | Hold |
80,001
| – | – | 0.02% | 459 |
|
|
2023
Q4 | $352K | Buy |
80,001
+5,000
| +7% | +$22K | 0.03% | 382 |
|
|
2023
Q3 | $336K | Hold |
75,001
| – | – | 0.04% | 370 |
|
|
2023
Q2 | $368K | Hold |
75,001
| – | – | 0.04% | 353 |
|
|
2023
Q1 | $413K | Sell |
75,001
-232,505
| -76% | -$1.28M | 0.05% | 324 |
|
|
2022
Q4 | $2.08M | Sell |
307,506
-221,395
| -42% | -$1.49M | 0.24% | 101 |
|
|
2022
Q3 | $2.87M | Sell |
528,901
-136,972
| -21% | -$742K | 0.38% | 64 |
|
|
2022
Q2 | $2.26M | Buy |
665,873
+60,000
| +10% | +$203K | 0.28% | 79 |
|
|
2022
Q1 | $2.96M | Buy |
605,873
+200
| +0% | +$976 | 0.32% | 69 |
|
|
2021
Q4 | $3.44M | Buy |
605,673
+527,673
| +677% | +$3M | 0.36% | 68 |
|
|
2021
Q3 | $477K | Buy |
+78,000
| New | +$477K | 0.05% | 291 |
|
|
2020
Q4 | – | Sell |
-68,000
| Closed | -$18K | – | 399 |
|
|
2020
Q3 | $18K | Hold |
68,000
| – | – | ﹤0.01% | 348 |
|
|
2020
Q2 | $44K | Hold |
68,000
| – | – | 0.01% | 330 |
|
|
2020
Q1 | $24K | Buy |
68,000
+8,000
| +13% | +$2.82K | 0.01% | 287 |
|
|
2019
Q4 | $67K | Buy |
60,000
+30,000
| +100% | +$33.5K | 0.01% | 318 |
|
|
2019
Q3 | $47K | Buy |
30,000
+20,000
| +200% | +$31.3K | 0.01% | 302 |
|
|
2019
Q2 | $17K | Buy |
+10,000
| New | +$17K | ﹤0.01% | 304 |
|