Plante Moran Financial Advisors’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 | $403 | Hold |
33
| – | – | ﹤0.01% | 731 |
|
|
2025
Q1 | $430 | Hold |
33
| – | – | ﹤0.01% | 754 |
|
|
2024
Q4 | $417 | Hold |
33
| – | – | ﹤0.01% | 866 |
|
|
2024
Q3 | $421 | Hold |
33
| – | – | ﹤0.01% | 837 |
|
|
2024
Q2 | $394 | Hold |
33
| – | – | ﹤0.01% | 748 |
|
|
2024
Q1 | $411 | Sell |
33
-166
| -83% | -$2.07K | ﹤0.01% | 804 |
|
|
2023
Q4 | $2.49K | Hold |
199
| – | – | ﹤0.01% | 706 |
|
|
2023
Q3 | $2.38K | Hold |
199
| – | – | ﹤0.01% | 653 |
|
|
2023
Q2 | $2.51K | Hold |
199
| – | – | ﹤0.01% | 677 |
|
|
2023
Q1 | $2.41K | Hold |
199
| – | – | ﹤0.01% | 695 |
|
|
2022
Q4 | $2.53K | Hold |
199
| – | – | ﹤0.01% | 727 |
|
|
2022
Q3 | $2K | Hold |
199
| – | – | ﹤0.01% | 778 |
|
|
2022
Q2 | $3K | Hold |
199
| – | – | ﹤0.01% | 759 |
|
|
2022
Q1 | $3K | Buy |
199
+33
| +20% | +$497 | ﹤0.01% | 712 |
|
|
2021
Q4 | $3K | Hold |
166
| – | – | ﹤0.01% | 877 |
|
|
2021
Q3 | $3K | Hold |
166
| – | – | ﹤0.01% | 829 |
|
|
2021
Q2 | $3K | Hold |
166
| – | – | ﹤0.01% | 847 |
|
|
2021
Q1 | $3K | Buy |
+166
| New | +$3K | ﹤0.01% | 854 |
|