EverSource Wealth Advisors’s Dynex Capital DX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.1K | Buy |
1,811
+1,380
| +320% | +$16.9K | ﹤0.01% | 2204 |
|
2025
Q1 | $5.61K | Sell |
431
-138
| -24% | -$1.8K | ﹤0.01% | 2435 |
|
2024
Q4 | $7.2K | Buy |
+569
| New | +$7.2K | ﹤0.01% | 2164 |
|
2023
Q3 | – | Sell |
-288
| Closed | -$3.63K | – | 2549 |
|
2023
Q2 | $3.63K | Buy |
+288
| New | +$3.63K | ﹤0.01% | 1848 |
|