LPL Financial’s SGI Dynamic Tactical ETF DYTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Sell |
34,078
-1,707
| -5% | -$47.9K | ﹤0.01% | 3765 |
|
|
2025
Q1 | $989K | Sell |
35,785
-10,329
| -22% | -$285K | ﹤0.01% | 3536 |
|
|
2024
Q4 | $1.28M | Sell |
46,114
-6,229
| -12% | -$173K | ﹤0.01% | 3256 |
|
|
2024
Q3 | $1.62M | Sell |
52,343
-12,725
| -20% | -$394K | ﹤0.01% | 2905 |
|
|
2024
Q2 | $1.95M | Sell |
65,068
-72,294
| -53% | -$2.17M | ﹤0.01% | 2605 |
|
|
2024
Q1 | $4M | Sell |
137,362
-129,916
| -49% | -$3.78M | ﹤0.01% | 1942 |
|
|
2023
Q4 | $7.23M | Buy |
267,278
+146,513
| +121% | +$3.96M | ﹤0.01% | 1446 |
|
|
2023
Q3 | $3.01M | Buy |
+120,765
| New | +$3.01M | ﹤0.01% | 1953 |
|