Envestnet Portfolio 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 | $948K | Sell |
41,881
-58,198
| -58% | -$1.32M | ﹤0.01% | 807 |
|
|
2025
Q1 | $2.25M | Sell |
100,079
-5,152
| -5% | -$116K | 0.01% | 550 |
|
|
2024
Q4 | $2.36M | Sell |
105,231
-9,190
| -8% | -$206K | 0.01% | 609 |
|
|
2024
Q3 | $2.62M | Sell |
114,421
-5,730
| -5% | -$131K | 0.01% | 574 |
|
|
2024
Q2 | $2.7M | Sell |
120,151
-4,695
| -4% | -$105K | 0.01% | 552 |
|
|
2024
Q1 | $2.82M | Sell |
124,846
-7,499
| -6% | -$169K | 0.01% | 536 |
|
|
2023
Q4 | $3M | Sell |
132,345
-7,081
| -5% | -$161K | 0.01% | 476 |
|
|
2023
Q3 | $3.04M | Buy |
+139,426
| New | +$3.04M | 0.01% | 428 |
|