Atria Wealth Solutions’s Dynex Capital DX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,050
| Closed | -$199K | – | 1567 |
|
|
2025
Q1 | $199K | Buy |
15,050
+43
| +0.3% | +$567 | ﹤0.01% | 1713 |
|
|
2024
Q4 | $190K | Buy |
15,007
+137
| +0.9% | +$1.73K | ﹤0.01% | 1816 |
|
|
2024
Q3 | $192K | Sell |
14,870
-1,072
| -7% | -$13.8K | ﹤0.01% | 1785 |
|
|
2024
Q2 | $192K | Buy |
15,942
+2,772
| +21% | +$33.5K | ﹤0.01% | 1770 |
|
|
2024
Q1 | $166K | Buy |
13,170
+67
| +0.5% | +$843 | ﹤0.01% | 1836 |
|
|
2023
Q4 | $166K | Buy |
13,103
+803
| +7% | +$10.2K | ﹤0.01% | 1796 |
|
|
2023
Q3 | $149K | Sell |
12,300
-800
| -6% | -$9.67K | ﹤0.01% | 1735 |
|
|
2023
Q2 | $167K | Buy |
+13,100
| New | +$167K | ﹤0.01% | 1733 |
|