CWA
Clearview Wealth Advisors’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 | $2.3M | Sell |
42,318
-345
| -0.8% | -$18.8K | 1.61% | 16 |
|
2025
Q1 | $2.08M | Sell |
42,663
-1,464
| -3% | -$71.4K | 1.55% | 16 |
|
2024
Q4 | $2.26M | Buy |
44,127
+401
| +0.9% | +$20.6K | 1.72% | 14 |
|
2024
Q3 | $2.16M | Buy |
43,726
+3,816
| +10% | +$189K | 1.67% | 14 |
|
2024
Q2 | $1.87M | Buy |
39,910
+8,285
| +26% | +$389K | 1.64% | 15 |
|
2024
Q1 | $1.4M | Buy |
+31,625
| New | +$1.4M | 1.43% | 16 |
|