Atria Wealth Solutions’s IDX Dynamic Innovation ETF DYNI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-16,645
| Closed | -$430K | – | 1570 |
|
2025
Q1 | $430K | Sell |
16,645
-816
| -5% | -$21.1K | 0.01% | 1260 |
|
2024
Q4 | $489K | Sell |
17,461
-2,730
| -14% | -$76.5K | 0.01% | 1274 |
|
2024
Q3 | $567K | Sell |
20,191
-86,914
| -81% | -$2.44M | 0.01% | 1176 |
|
2024
Q2 | $3.08M | Sell |
107,105
-85,896
| -45% | -$2.47M | 0.03% | 480 |
|
2024
Q1 | $5.65M | Buy |
+193,001
| New | +$5.65M | 0.06% | 304 |
|