Creative Planning’s Dynex Capital DX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $198K | Buy |
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|
2024
Q3 | $175K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $78K | Buy |
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|
2018
Q4 | $70K | Sell |
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|
2018
Q3 | $95K | Hold |
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|
2018
Q2 | $97K | Sell |
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|
2018
Q1 | $136K | Buy |
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|
2017
Q4 | $104K | Sell |
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|
2017
Q3 | $177K | Sell |
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|
2017
Q2 | $176K | Sell |
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|
2017
Q1 | $286K | Hold |
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|
2016
Q4 | $275K | Buy |
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|
2016
Q3 | $144K | Hold |
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|
2016
Q2 | $135K | Sell |
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|
2016
Q1 | $131K | Buy |
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|
2015
Q4 | $123K | Buy |
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|
2015
Q3 | $100K | Buy |
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|
2015
Q2 | $101K | Buy |
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|
2015
Q1 | $46K | Sell |
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|
2014
Q4 | $48K | Hold |
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|
2014
Q3 | $47K | Sell |
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|
2014
Q2 | $220K | Buy |
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|
2014
Q1 | $221K | Buy |
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|
2013
Q4 | $158K | Sell |
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|
2013
Q3 | $173K | Hold |
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|
2013
Q2 | $201K | Buy |
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