Reilly 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-583
| Closed | -$11K | – | 958 |
|
2019
Q1 | $11K | Hold |
583
| – | – | ﹤0.01% | 657 |
|
2018
Q4 | $10K | Hold |
583
| – | – | ﹤0.01% | 643 |
|
2018
Q3 | $11K | Hold |
583
| – | – | ﹤0.01% | 668 |
|
2018
Q2 | $11K | Hold |
583
| – | – | ﹤0.01% | 636 |
|
2018
Q1 | $12K | Hold |
583
| – | – | ﹤0.01% | 602 |
|
2017
Q4 | $12K | Hold |
583
| – | – | ﹤0.01% | 613 |
|
2017
Q3 | $13K | Hold |
583
| – | – | ﹤0.01% | 583 |
|
2017
Q2 | $12K | Buy |
+583
| New | +$12K | ﹤0.01% | 605 |
|
2015
Q1 | – | Sell |
-833
| Closed | -$21K | – | 1314 |
|
2014
Q4 | $21K | Hold |
833
| – | – | 0.01% | 386 |
|
2014
Q3 | $20K | Buy |
833
+166
| +25% | +$3.99K | ﹤0.01% | 397 |
|
2014
Q2 | $17K | Buy |
+667
| New | +$17K | ﹤0.01% | 446 |
|