SWM
Scissortail Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
209,859
+7,133
| +4% | +$388K | 2.75% | 8 |
|
|
2025
Q1 | $9.88M | Sell |
202,726
-1,562
| -0.8% | -$76.2K | 2.54% | 11 |
|
|
2024
Q4 | $10.5M | Buy |
204,288
+203,479
| +25,152% | +$10.4M | 2.68% | 8 |
|
|
2024
Q3 | $9.85M | Sell |
809
-207,080
| -100% | -$2.52B | 2.38% | 9 |
|
|
2024
Q2 | $9.76M | Buy |
207,889
+770
| +0.4% | +$36.1K | 2.49% | 9 |
|
|
2024
Q1 | $9.2M | Buy |
+207,119
| New | +$9.2M | 2.43% | 7 |
|