Perennial Investment Advisors’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
Q1 | – | Sell |
-79,301
| Closed | -$1.78M | – | 431 |
|
|
2024
Q4 | $1.78M | Sell |
79,301
-5,120
| -6% | -$115K | 0.21% | 87 |
|
|
2024
Q3 | $1.94M | Sell |
84,421
-24,023
| -22% | -$551K | 0.25% | 72 |
|
|
2024
Q2 | $2.43M | Sell |
108,444
-22,372
| -17% | -$502K | 0.35% | 58 |
|
|
2024
Q1 | $2.95M | Sell |
130,816
-7,647
| -6% | -$172K | 0.45% | 46 |
|
|
2023
Q4 | $3.14M | Sell |
138,463
-44,177
| -24% | -$1M | 0.52% | 41 |
|
|
2023
Q3 | $3.98M | Sell |
182,640
-1,932
| -1% | -$42.1K | 0.72% | 34 |
|
|
2023
Q2 | $4.13M | Sell |
184,572
-2,713
| -1% | -$60.8K | 0.73% | 30 |
|
|
2023
Q1 | $4.22M | Buy |
+187,285
| New | +$4.22M | 0.78% | 28 |
|