Betterment LLC’s SGI Dynamic Tactical ETF DYTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Sell |
24,993
-5,118
| -17% | -$144K | ﹤0.01% | 312 |
|
|
2025
Q1 | $832K | Buy |
30,111
+5,574
| +23% | +$154K | ﹤0.01% | 276 |
|
|
2024
Q4 | $681K | Buy |
24,537
+3,351
| +16% | +$93K | ﹤0.01% | 289 |
|
|
2024
Q3 | $657K | Buy |
21,186
+10,059
| +90% | +$312K | ﹤0.01% | 284 |
|
|
2024
Q2 | $334K | Buy |
+11,127
| New | +$334K | ﹤0.01% | 333 |
|