Stockman Wealth Management’s Dynex Capital DX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,700
| Closed | -$133K | – | 153 |
|
|
2018
Q1 | $133K | Sell |
6,700
-333
| -5% | -$6.61K | 0.06% | 147 |
|
|
2017
Q4 | $148K | Sell |
7,033
-2,134
| -23% | -$44.9K | 0.07% | 146 |
|
|
2017
Q3 | $200K | Hold |
9,167
| – | – | 0.1% | 140 |
|
|
2017
Q2 | $195K | Sell |
9,167
-200
| -2% | -$4.25K | 0.19% | 112 |
|
|
2017
Q1 | $199K | Hold |
9,367
| – | – | 0.11% | 125 |
|
|
2016
Q4 | $192K | Hold |
9,367
| – | – | 0.12% | 120 |
|
|
2016
Q3 | $209K | Buy |
+9,367
| New | +$209K | 0.13% | 116 |
|