WP
WealthShield Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
229,496
+5,674
| +3% | +$309K | 1.51% | 13 |
|
|
2025
Q1 | $10.9M | Buy |
223,822
+394
| +0.2% | +$19.2K | 1.4% | 13 |
|
|
2024
Q4 | $11.5M | Sell |
223,428
-2,679
| -1% | -$137K | 1.62% | 9 |
|
|
2024
Q3 | $11.2M | Buy |
226,107
+1,691
| +0.8% | +$83.7K | 1.52% | 10 |
|
|
2024
Q2 | $10.5M | Buy |
224,416
+38,971
| +21% | +$1.83M | 1.61% | 10 |
|
|
2024
Q1 | $8.23M | Buy |
+185,445
| New | +$8.23M | 1.33% | 16 |
|