Coppell Advisory Solutions’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
10,259
-4,529
| -31% | -$102K | 0.03% | 332 |
|
|
2025
Q1 | $333K | Sell |
14,788
-6,816
| -32% | -$154K | 0.05% | 251 |
|
|
2024
Q4 | $485K | Sell |
21,604
-2,771
| -11% | -$62.2K | 0.07% | 174 |
|
|
2024
Q3 | $559K | Buy |
24,375
+4,931
| +25% | +$113K | 0.08% | 160 |
|
|
2024
Q2 | $436K | Buy |
+19,444
| New | +$436K | 0.07% | 164 |
|
|
2023
Q4 | $584K | Sell |
25,776
-3,351
| -12% | -$76K | 0.12% | 149 |
|
|
2023
Q3 | $643K | Sell |
29,127
-6,028
| -17% | -$133K | 0.22% | 99 |
|
|
2023
Q2 | $785K | Buy |
35,155
+5,526
| +19% | +$123K | 0.22% | 99 |
|
|
2023
Q1 | $666K | Buy |
29,629
+502
| +2% | +$11.3K | 0.22% | 109 |
|
|
2022
Q4 | $643K | Buy |
+29,127
| New | +$643K | 0.22% | 101 |
|