WealthPLAN 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 | $2.77M | Buy |
50,839
+1,247
| +3% | +$67.9K | 0.45% | 68 |
|
2025
Q1 | $2.42M | Buy |
49,592
+1,095
| +2% | +$53.4K | 0.34% | 80 |
|
2024
Q4 | $2.49M | Sell |
48,497
-2,889
| -6% | -$148K | 0.35% | 77 |
|
2024
Q3 | $2.54M | Sell |
51,386
-953
| -2% | -$47.1K | 0.34% | 80 |
|
2024
Q2 | $2.46M | Buy |
52,339
+1,751
| +3% | +$82.2K | 0.26% | 96 |
|
2024
Q1 | $2.25M | Buy |
+50,588
| New | +$2.25M | 0.23% | 108 |
|