AE Wealth Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47K | Sell |
28
-6
| -18% | -$316 | ﹤0.01% | 2059 |
|
|
2025
Q1 | $1.63K | Sell |
34
-10
| -23% | -$480 | ﹤0.01% | 2047 |
|
|
2024
Q4 | $2.31K | Buy |
+44
| New | +$2.31K | ﹤0.01% | 1988 |
|
|
2024
Q1 | – | Sell |
-76,974
| Closed | -$3.66M | – | 1749 |
|
|
2023
Q4 | $3.66M | Buy |
+76,974
| New | +$3.66M | 0.02% | 692 |
|
|
2022
Q4 | – | Sell |
-22,324
| Closed | -$1.52M | – | 1884 |
|
|
2022
Q3 | $1.52M | Buy |
+22,324
| New | +$1.52M | 0.01% | 789 |
|