AWS
DX

Atria Wealth Solutions’s Dynex Capital DX Stock Holding History

Atria Wealth Solutions’s Portfolio DX Stock Details DX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,050
Closed -$199K – 1570
2025
Q1 		$199K Buy
15,050
+43
+0.3% +$576 ﹤0.01% 1722
2024
Q4 		$190K Buy
15,007
+137
+0.9% +$1.71K ﹤0.01% 1845
2024
Q3 		$192K Sell
14,870
-1,072
-7% -$13.2K ﹤0.01% 1803
2024
Q2 		$192K Buy
15,942
+2,772
+21% +$33.3K ﹤0.01% 1794
2024
Q1 		$166K Buy
13,170
+67
+0.5% +$831 ﹤0.01% 1850
2023
Q4 		$166K Buy
13,103
+803
+7% +$9.19K ﹤0.01% 1808
2023
Q3 		$149K Sell
12,300
-800
-6% -$10.1K ﹤0.01% 1747
2023
Q2 		$167K Buy
+13,100
New +$153K ﹤0.01% 1740

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