Geneos Wealth Management’s Dynex Capital DX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.74K | Sell |
715
-715
| -50% | -$8.74K | ﹤0.01% | 2373 |
|
|
2025
Q1 | $18.6K | Buy |
1,430
+715
| +100% | +$9.31K | ﹤0.01% | 2350 |
|
|
2024
Q4 | $9.05K | Hold |
715
| – | – | ﹤0.01% | 2086 |
|
|
2024
Q3 | $9.12K | Buy |
+715
| New | +$9.12K | ﹤0.01% | 1875 |
|
|
2022
Q3 | – | Sell |
-440
| Closed | -$7K | – | 2167 |
|
|
2022
Q2 | $7K | Hold |
440
| – | – | ﹤0.01% | 2074 |
|
|
2022
Q1 | $7K | Sell |
440
-700
| -61% | -$11.1K | ﹤0.01% | 2211 |
|
|
2021
Q4 | $19K | Buy |
1,140
+700
| +159% | +$11.7K | ﹤0.01% | 1905 |
|
|
2021
Q3 | $7K | Hold |
440
| – | – | ﹤0.01% | 2339 |
|
|
2021
Q2 | $8K | Hold |
440
| – | – | ﹤0.01% | 2275 |
|
|
2021
Q1 | $8K | Buy |
+440
| New | +$8K | ﹤0.01% | 2465 |
|
|
2020
Q2 | – | Sell |
-1,061
| Closed | -$12K | – | 2578 |
|
|
2020
Q1 | $12K | Hold |
1,061
| – | – | ﹤0.01% | 1717 |
|
|
2019
Q4 | $18K | Hold |
1,061
| – | – | ﹤0.01% | 1726 |
|
|
2019
Q3 | $15K | Hold |
1,061
| – | – | ﹤0.01% | 1728 |
|
|
2019
Q2 | $17K | Buy |
+1,061
| New | +$17K | ﹤0.01% | 1702 |
|