Transamerica Financial Advisors’s SGI Dynamic Tactical ETF DYTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.52K | Hold |
269
| – | – | ﹤0.01% | 352 |
|
2025
Q1 | $8K | Hold |
269
| – | – | ﹤0.01% | 349 |
|
2024
Q4 | $8K | Sell |
269
-520
| -66% | -$15.5K | ﹤0.01% | 343 |
|
2024
Q3 | $25K | Sell |
789
-10,605
| -93% | -$336K | ﹤0.01% | 323 |
|
2024
Q2 | $343K | Hold |
11,394
| – | – | 0.04% | 175 |
|
2024
Q1 | $332K | Sell |
11,394
-670,428
| -98% | -$19.5M | 0.03% | 195 |
|
2023
Q4 | $18.4M | Sell |
681,822
-489,090
| -42% | -$13.2M | 2.54% | 4 |
|
2023
Q3 | $29.1M | Buy |
1,170,912
+81,721
| +8% | +$2.03M | 3.94% | 3 |
|
2023
Q2 | $28.3M | Buy |
+1,089,191
| New | +$28.3M | 3.67% | 3 |
|