BWM
BlackDiamond Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Sell |
65,679
-2,051
| -3% | -$111K | 2.06% | 12 |
|
|
2025
Q1 | $3.36M | Sell |
67,730
-2,319
| -3% | -$115K | 2.27% | 11 |
|
|
2024
Q4 | $3.59M | Sell |
70,049
-129
| -0.2% | -$6.61K | 2.07% | 7 |
|
|
2024
Q3 | $3.67M | Sell |
70,178
-1,974
| -3% | -$103K | 2.22% | 7 |
|
|
2024
Q2 | $3.28M | Buy |
72,152
+2,563
| +4% | +$116K | 2.15% | 7 |
|
|
2024
Q1 | $3.09M | Buy |
69,589
+27,697
| +66% | +$1.23M | 2.2% | 5 |
|
|
2023
Q4 | $1.74M | Buy |
+41,892
| New | +$1.74M | 1.28% | 23 |
|