Dynamic Advisor Solutions’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Sell |
10,337
-775
| -7% | -$34.8K | 0.01% | 625 |
|
|
2025
Q1 | $417K | Sell |
11,112
-650
| -6% | -$24.4K | 0.01% | 626 |
|
|
2024
Q4 | $512K | Sell |
11,762
-250
| -2% | -$10.9K | 0.02% | 426 |
|
|
2024
Q3 | $515K | Buy |
12,012
+1,525
| +15% | +$65.4K | 0.02% | 612 |
|
|
2024
Q2 | $423K | Buy |
10,487
+1,124
| +12% | +$45.3K | 0.01% | 664 |
|
|
2024
Q1 | $389K | Buy |
9,363
+575
| +7% | +$23.9K | 0.01% | 674 |
|
|
2023
Q4 | $308K | Buy |
8,788
+1,250
| +17% | +$43.9K | 0.01% | 708 |
|
|
2023
Q3 | $241K | Buy |
+7,538
| New | +$241K | 0.01% | 724 |
|