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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Dynex Capital DX Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio DX Stock Details DX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,000
Closed -$26.2K – 1770
2026
Q2 		$26.2K Hold
2,000
– – ﹤0.01% 1170
2026
Q1 		$25.5K Buy
+2,000
New +$27.5K ﹤0.01% 1215

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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s DX Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Dynex Capital (DX) in Q3 2026, closing a stake of 2,000 shares — an estimated $26.2K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in DX in Q1 2026 and held it in 2 quarters. The position peaked at $26.2K in Q2 2026. 217 funds tracked by Wall St. Rank hold DX as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Dynex Capital position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 2,000 Dynex Capital shares in Q3 2026, an estimated $26.2K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Dynex Capital in Q1 2026 and held it in 2 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Dynex Capital position peaked at $26.2K in Q2 2026.
  • 217 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.