WFG Advisors’s Dynex Capital DX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,120
| Closed | -$30K | – | 2081 |
|
|
2014
Q2 | $30K | Hold |
1,120
| – | – | 0.01% | 1106 |
|
|
2014
Q1 | $30K | Hold |
1,120
| – | – | 0.01% | 1089 |
|
|
2013
Q4 | $27K | Buy |
1,120
+120
| +12% | +$2.89K | ﹤0.01% | 1215 |
|
|
2013
Q3 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 1159 |
|
|
2013
Q2 | $31K | Buy |
+1,000
| New | +$31K | 0.01% | 1052 |
|