Anchor Investment 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 | $268K | Sell |
5,075
-50
| -1% | -$2.64K | 0.02% | 324 |
|
|
2025
Q1 | $248K | Hold |
5,125
| – | – | 0.02% | 333 |
|
|
2024
Q4 | $268K | Hold |
5,125
| – | – | 0.03% | 319 |
|
|
2024
Q3 | $211K | Hold |
5,125
| – | – | 0.02% | 360 |
|
|
2024
Q2 | $245K | Hold |
5,125
| – | – | 0.03% | 316 |
|
|
2024
Q1 | $230K | Hold |
5,125
| – | – | 0.02% | 341 |
|
|
2023
Q4 | $205K | Buy |
5,125
+525
| +11% | +$21K | 0.02% | 349 |
|
|
2023
Q3 | $439K | Hold |
4,600
| – | – | 0.06% | 244 |
|
|
2023
Q2 | $289K | Sell |
4,600
-50
| -1% | -$3.14K | 0.04% | 286 |
|
|
2023
Q1 | $283K | Hold |
4,650
| – | – | 0.04% | 292 |
|
|
2022
Q4 | $333K | Sell |
4,650
-425
| -8% | -$30.4K | 0.05% | 268 |
|
|
2022
Q3 | $346K | Hold |
5,075
| – | – | 0.05% | 253 |
|
|
2022
Q2 | $287K | Sell |
5,075
-100
| -2% | -$5.65K | 0.04% | 294 |
|
|
2022
Q1 | $258K | Hold |
5,175
| – | – | 0.03% | 344 |
|
|
2021
Q4 | $194K | Hold |
5,175
| – | – | 0.02% | 380 |
|
|
2021
Q3 | $210K | Buy |
5,175
+3,475
| +204% | +$141K | 0.03% | 349 |
|
|
2021
Q2 | $70.4K | Buy |
+1,700
| New | +$70.4K | 0.01% | 489 |
|