CWS
Cypress Wealth Services’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 | $19.7M | Buy |
362,524
+14,979
| +4% | +$816K | 3.53% | 5 |
|
|
2025
Q1 | $16.9M | Buy |
347,545
+27,497
| +9% | +$1.34M | 3.44% | 5 |
|
|
2024
Q4 | $16.4M | Buy |
320,048
+11,863
| +4% | +$608K | 3.29% | 6 |
|
|
2024
Q3 | $15.2M | Buy |
308,185
+2,743
| +0.9% | +$136K | 3.15% | 6 |
|
|
2024
Q2 | $14.3M | Buy |
305,442
+35,237
| +13% | +$1.65M | 3.19% | 6 |
|
|
2024
Q1 | $12M | Buy |
+270,205
| New | +$12M | 2.79% | 5 |
|