Wealthspire Advisors (New York)’s Dynex Capital DX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,766
| Closed | -$166K | – | 855 |
|
|
2025
Q1 | $166K | Sell |
12,766
-271
| -2% | -$3.53K | ﹤0.01% | 752 |
|
|
2024
Q4 | $165K | Sell |
13,037
-962
| -7% | -$12.2K | ﹤0.01% | 757 |
|
|
2024
Q3 | $179K | Hold |
13,999
| – | – | ﹤0.01% | 720 |
|
|
2024
Q2 | $167K | Hold |
13,999
| – | – | ﹤0.01% | 628 |
|
|
2024
Q1 | $174K | Hold |
13,999
| – | – | ﹤0.01% | 614 |
|
|
2023
Q4 | $175K | Hold |
13,999
| – | – | ﹤0.01% | 624 |
|
|
2023
Q3 | $167K | Hold |
13,999
| – | – | ﹤0.01% | 572 |
|
|
2023
Q2 | $176K | Hold |
13,999
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $170K | Hold |
13,999
| – | – | ﹤0.01% | 508 |
|
|
2022
Q4 | $178K | Hold |
13,999
| – | – | ﹤0.01% | 550 |
|
|
2022
Q3 | $163K | Hold |
13,999
| – | – | ﹤0.01% | 487 |
|
|
2022
Q2 | $223K | Hold |
13,999
| – | – | ﹤0.01% | 458 |
|
|
2022
Q1 | $227K | Buy |
+13,999
| New | +$227K | 0.01% | 395 |
|
|
2020
Q2 | – | Sell |
-25,332
| Closed | -$264K | – | 339 |
|
|
2020
Q1 | $264K | Buy |
+25,332
| New | +$264K | 0.01% | 417 |
|