Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-164
| Closed | -$2.08K | – | 909 |
|
|
2024
Q4 | $2.08K | Sell |
164
-157
| -49% | -$1.99K | ﹤0.01% | 1851 |
|
|
2024
Q3 | $4.1K | Hold |
321
| – | – | ﹤0.01% | 1537 |
|
|
2024
Q2 | $3.83K | Buy |
+321
| New | +$3.83K | ﹤0.01% | 1275 |
|
|
2023
Q4 | – | Sell |
-233
| Closed | -$2.78K | – | 1356 |
|
|
2023
Q3 | $2.78K | Buy |
233
+25
| +12% | +$299 | ﹤0.01% | 1103 |
|
|
2023
Q2 | $2.62K | Hold |
208
| – | – | ﹤0.01% | 869 |
|
|
2023
Q1 | $2.52K | Buy |
+208
| New | +$2.52K | ﹤0.01% | 963 |
|