Atria Wealth Solutions’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $876K | Sell |
38,727
-58,196
| -60% | -$1.32M | 0.02% | 690 |
|
2025
Q1 | $2.19M | Sell |
96,923
-4,806
| -5% | -$109K | 0.03% | 598 |
|
2024
Q4 | $2.28M | Sell |
101,729
-8,849
| -8% | -$199K | 0.03% | 597 |
|
2024
Q3 | $2.55M | Sell |
110,578
-5,443
| -5% | -$125K | 0.03% | 542 |
|
2024
Q2 | $2.61M | Sell |
116,021
-2,052
| -2% | -$46.2K | 0.03% | 542 |
|
2024
Q1 | $2.67M | Sell |
118,073
-9,401
| -7% | -$213K | 0.03% | 535 |
|
2023
Q4 | $2.89M | Sell |
127,474
-6,831
| -5% | -$155K | 0.04% | 474 |
|
2023
Q3 | $2.93M | Sell |
134,305
-12,604
| -9% | -$275K | 0.04% | 441 |
|
2023
Q2 | $3.29M | Buy |
146,909
+2,039
| +1% | +$45.7K | 0.04% | 405 |
|
2023
Q1 | $3.27M | Buy |
144,870
+2,964
| +2% | +$67K | 0.05% | 384 |
|
2022
Q4 | $3.13M | Buy |
141,906
+15,066
| +12% | +$333K | 0.05% | 366 |
|
2022
Q3 | $2.75M | Buy |
126,840
+36,681
| +41% | +$796K | 0.05% | 377 |
|
2022
Q2 | $2.03M | Buy |
90,159
+62,811
| +230% | +$1.41M | 0.04% | 428 |
|
2022
Q1 | $639K | Buy |
+27,348
| New | +$639K | 0.01% | 930 |
|