ShoreHaven Wealth Partners’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 | $12.8M | Sell |
235,316
-31,694
| -12% | -$1.73M | 5.25% | 4 |
|
2025
Q1 | $13M | Buy |
267,010
+27,241
| +11% | +$1.33M | 6.24% | 3 |
|
2024
Q4 | $12.3M | Sell |
239,769
-5,184
| -2% | -$266K | 5.8% | 3 |
|
2024
Q3 | $12.1M | Buy |
244,953
+14,001
| +6% | +$693K | 5.84% | 3 |
|
2024
Q2 | $10.8M | Buy |
230,952
+77,382
| +50% | +$3.63M | 5.7% | 3 |
|
2024
Q1 | $6.82M | Buy |
+153,570
| New | +$6.82M | 3.75% | 6 |
|