Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-125,548
| Closed | -$2.74M | – | 1597 |
|
|
2023
Q3 | $2.74M | Sell |
125,548
-42,979
| -26% | -$936K | 0.03% | 374 |
|
|
2023
Q2 | $3.78M | Sell |
168,527
-17,960
| -10% | -$402K | 0.04% | 308 |
|
|
2023
Q1 | $4.2M | Sell |
186,487
-34,860
| -16% | -$786K | 0.05% | 280 |
|
|
2022
Q4 | $4.89M | Sell |
221,347
-28,486
| -11% | -$629K | 0.07% | 231 |
|
|
2022
Q3 | $5.42M | Buy |
249,833
+1,854
| +0.7% | +$40.3K | 0.08% | 184 |
|
|
2022
Q2 | $5.59M | Sell |
247,979
-1,352
| -0.5% | -$30.5K | 0.08% | 176 |
|
|
2022
Q1 | $5.82M | Buy |
249,331
+43,987
| +21% | +$1.03M | 0.08% | 174 |
|
|
2021
Q4 | $5.16M | Sell |
205,344
-4,504
| -2% | -$113K | 0.08% | 194 |
|
|
2021
Q3 | $5.25M | Buy |
+209,848
| New | +$5.25M | 0.09% | 171 |
|