International Private Wealth Advisors’s IDX Dynamic Fixed Income ETF DYFI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.88M | Sell |
124,150
-16,102
| -11% | -$373K | 2.47% | 6 |
|
2025
Q1 | $3.24M | Buy |
140,252
+2,076
| +2% | +$48K | 3.11% | 4 |
|
2024
Q4 | $3.22M | Sell |
138,176
-9,934
| -7% | -$231K | 3.2% | 3 |
|
2024
Q3 | $3.55M | Sell |
148,110
-10,138
| -6% | -$243K | 5.2% | 2 |
|
2024
Q2 | $3.77M | Buy |
158,248
+6,708
| +4% | +$160K | 6.36% | 2 |
|
2024
Q1 | $3.77M | Buy |
+151,540
| New | +$3.77M | 7.28% | 2 |
|