Winch Advisory Services’s Dynex Capital DX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-226
| Closed | -$3K | – | 434 |
|
|
2020
Q3 | $3K | Buy |
226
+4
| +2% | +$61 | ﹤0.01% | 294 |
|
|
2020
Q2 | $3K | Buy |
222
+8
| +4% | +$107 | ﹤0.01% | 292 |
|
|
2020
Q1 | $2K | Hold |
214
| – | – | ﹤0.01% | 276 |
|
|
2019
Q4 | $4K | Hold |
214
| – | – | ﹤0.01% | 269 |
|
|
2019
Q3 | $3K | Hold |
214
| – | – | ﹤0.01% | 269 |
|
|
2019
Q2 | $4K | Buy |
214
+6
| +3% | +$106 | ﹤0.01% | 272 |
|
|
2019
Q1 | $4K | Buy |
208
+10
| +5% | +$183 | ﹤0.01% | 259 |
|
|
2018
Q4 | $3K | Hold |
198
| – | – | ﹤0.01% | 260 |
|
|
2018
Q3 | $4K | Hold |
198
| – | – | ﹤0.01% | 239 |
|
|
2018
Q2 | $4K | Hold |
198
| – | – | ﹤0.01% | 243 |
|
|
2018
Q1 | $4K | Hold |
198
| – | – | ﹤0.01% | 231 |
|
|
2017
Q4 | $4K | Buy |
198
+33
| +20% | +$707 | ﹤0.01% | 228 |
|
|
2017
Q3 | $4K | Buy |
165
+37
| +29% | +$784 | ﹤0.01% | 219 |
|
|
2017
Q2 | $3K | Buy |
128
+3
| +2% | +$63 | ﹤0.01% | 237 |
|
|
2017
Q1 | $3K | Buy |
125
+4
| +3% | +$82 | ﹤0.01% | 223 |
|
|
2016
Q4 | $2K | Buy |
121
+36
| +42% | +$743 | ﹤0.01% | 228 |
|
|
2016
Q3 | $2K | Hold |
85
| – | – | ﹤0.01% | 231 |
|
|
2016
Q2 | $2K | Hold |
85
| – | – | ﹤0.01% | 228 |
|
|
2016
Q1 | $2K | Hold |
85
| – | – | ﹤0.01% | 198 |
|
|
2015
Q4 | $2K | Buy |
85
+3
| +4% | +$60 | ﹤0.01% | 214 |
|
|
2015
Q3 | $2K | Buy |
82
+2
| +3% | +$42 | ﹤0.01% | 194 |
|
|
2015
Q2 | $2K | Buy |
80
+3
| +4% | +$71 | ﹤0.01% | 250 |
|
|
2015
Q1 | $2K | Buy |
+77
| New | +$1.93K | ﹤0.01% | 270 |
|
|
2014
Q4 | – | Sell |
-42
| Closed | -$1K | – | 78 |
|
|
2014
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 215 |
|
|
2014
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 248 |
|
|
2014
Q1 | $1K | Buy |
+42
| New | +$1.06K | ﹤0.01% | 264 |
|
Other funds holding DX
CF
