Plante Moran Financial Advisors’s Dynex Capital DX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $406 | Hold |
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|
2025
Q2 | $403 | Hold |
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|
2025
Q1 | $430 | Hold |
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|
2024
Q4 | $417 | Hold |
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|
2024
Q3 | $421 | Hold |
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|
2024
Q2 | $394 | Hold |
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|
2024
Q1 | $411 | Sell |
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|
2023
Q4 | $2.49K | Hold |
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|
2023
Q3 | $2.38K | Hold |
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|
2023
Q2 | $2.5K | Hold |
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|
2023
Q1 | $2.41K | Hold |
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|
2022
Q4 | $2.53K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Buy |
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