Wealthspire Advisors (Maryland)’s Dynex Capital DX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-25,332
| Closed | -$362K | – | 506 |
|
|
2020
Q2 | $362K | Hold |
25,332
| – | – | 0.03% | 308 |
|
|
2020
Q1 | $264K | Buy |
25,332
+2,068
| +9% | +$21.6K | 0.02% | 330 |
|
|
2019
Q4 | $394K | Buy |
23,264
+11,932
| +105% | +$202K | 0.03% | 315 |
|
|
2019
Q3 | $167K | Hold |
11,332
| – | – | 0.01% | 448 |
|
|
2019
Q2 | $190K | Buy |
+11,332
| New | +$190K | 0.01% | 442 |
|
|
2019
Q1 | – | Hold |
0
| – | -$194K | – | 425 |
|
|
2018
Q4 | – | Hold |
0
| – | -$217K | – | 406 |
|
|
2018
Q3 | – | Hold |
0
| – | -$222K | – | 434 |
|
|
2018
Q2 | – | Hold |
0
| – | -$225K | – | 432 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 431 |
|
|
2017
Q4 | – | Hold |
0
| – | -$247K | – | 2472 |
|
|
2017
Q3 | – | Hold |
0
| – | -$241K | – | 408 |
|
|
2017
Q2 | – | Hold |
0
| – | -$241K | – | 396 |
|
|
2017
Q1 | – | Hold |
0
| – | -$232K | – | 340 |
|
|
2016
Q4 | – | Hold |
0
| – | -$252K | – | 330 |
|
|
2016
Q3 | – | Hold |
0
| – | -$236K | – | 316 |
|
|
2016
Q2 | – | Hold |
0
| – | -$226K | – | 321 |
|
|
2016
Q1 | – | Hold |
0
| – | -$216K | – | 324 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 343 |
|