Shared Vision Wealth Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Buy |
121,760
+1,099
| +0.9% | +$61.5K | 3.41% | 5 |
|
|
2025
Q1 | $5.88M | Buy |
120,661
+1,867
| +2% | +$91K | 3.21% | 5 |
|
|
2024
Q4 | $6.09M | Sell |
118,794
-1,970
| -2% | -$101K | 3.2% | 7 |
|
|
2024
Q3 | $5.97M | Buy |
120,764
+3,919
| +3% | +$194K | 3.19% | 7 |
|
|
2024
Q2 | $5.48M | Buy |
116,845
+14,627
| +14% | +$687K | 3.19% | 7 |
|
|
2024
Q1 | $4.54M | Buy |
+102,218
| New | +$4.54M | 2.83% | 6 |
|