Berman Capital Advisors’s Dynex Capital DX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2K | Buy |
152
+3
| +2% | +$39 | ﹤0.01% | 1679 |
|
|
2021
Q2 | $2K | Hold |
149
| – | – | ﹤0.01% | 1580 |
|
|
2021
Q1 | $2K | Buy |
149
+3
| +2% | +$40 | ﹤0.01% | 1497 |
|
|
2020
Q4 | $2K | Hold |
146
| – | – | ﹤0.01% | 1389 |
|
|
2020
Q3 | $2K | Sell |
146
-1
| -0.7% | -$14 | ﹤0.01% | 1278 |
|
|
2020
Q2 | $2K | Buy |
147
+69
| +88% | +$939 | ﹤0.01% | 1259 |
|
|
2020
Q1 | $0 | Sell |
78
-223
| -74% | – | ﹤0.01% | 1515 |
|
|
2019
Q4 | $5K | Buy |
301
+7
| +2% | +$116 | ﹤0.01% | 968 |
|
|
2019
Q3 | $4K | Sell |
294
-422
| -59% | -$5.74K | ﹤0.01% | 993 |
|
|
2019
Q2 | $11K | Buy |
716
+43
| +6% | +$661 | ﹤0.01% | 687 |
|
|
2019
Q1 | $12K | Buy |
673
+497
| +282% | +$8.86K | ﹤0.01% | 592 |
|
|
2018
Q4 | $3K | Buy |
+176
| New | +$3K | ﹤0.01% | 796 |
|