Carson Wealth (CWM LLC)’s Dynex Capital DX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Sell |
2,464
-690
| -22% | -$8.4K | ﹤0.01% | 3639 |
|
|
2025
Q1 | $41K | Buy |
3,154
+2,306
| +272% | +$30K | ﹤0.01% | 3134 |
|
|
2024
Q4 | $11K | Buy |
848
+669
| +374% | +$8.68K | ﹤0.01% | 3802 |
|
|
2024
Q3 | $2K | Sell |
179
-233
| -57% | -$2.6K | ﹤0.01% | 4373 |
|
|
2024
Q2 | $5K | Buy |
412
+39
| +10% | +$473 | ﹤0.01% | 3851 |
|
|
2024
Q1 | $5K | Sell |
373
-140
| -27% | -$1.88K | ﹤0.01% | 3641 |
|
|
2023
Q4 | $6K | Buy |
513
+388
| +310% | +$4.54K | ﹤0.01% | 3408 |
|
|
2023
Q3 | $1K | Hold |
125
| – | – | ﹤0.01% | 3956 |
|
|
2023
Q2 | $2K | Sell |
125
-76
| -38% | -$1.22K | ﹤0.01% | 3772 |
|
|
2023
Q1 | $2K | Hold |
201
| – | – | ﹤0.01% | 3630 |
|
|
2022
Q4 | $3K | Buy |
+201
| New | +$3K | ﹤0.01% | 3394 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | – | – | 3950 |
|
|
2022
Q2 | $0 | Sell |
25
-146
| -85% | – | ﹤0.01% | 3834 |
|
|
2022
Q1 | $3K | Buy |
171
+25
| +17% | +$439 | ﹤0.01% | 3007 |
|
|
2021
Q4 | $2K | Buy |
+146
| New | +$2K | ﹤0.01% | 3095 |
|