Axxcess Wealth Management’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.46M | Sell |
63,138
-8,051
| -11% | -$187K | 0.03% | 342 |
|
2025
Q1 | $1.64M | Buy |
71,189
+1,038
| +1% | +$24K | 0.04% | 292 |
|
2024
Q4 | $1.63M | Sell |
70,151
-6,270
| -8% | -$146K | 0.04% | 316 |
|
2024
Q3 | $1.83M | Sell |
76,421
-5,069
| -6% | -$121K | 0.04% | 283 |
|
2024
Q2 | $1.94M | Sell |
81,490
-44,143
| -35% | -$1.05M | 0.05% | 255 |
|
2024
Q1 | $3.13M | Buy |
+125,633
| New | +$3.13M | 0.09% | 181 |
|