Apollon Wealth Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-165,410
| Closed | -$4.38M | – | 904 |
|
|
2022
Q3 | $4.38M | Buy |
165,410
+34,594
| +26% | +$915K | 0.36% | 55 |
|
|
2022
Q2 | $3.46M | Buy |
130,816
+37,749
| +41% | +$999K | 0.29% | 72 |
|
|
2022
Q1 | $2.92M | Sell |
93,067
-12,097
| -12% | -$379K | 0.21% | 105 |
|
|
2021
Q4 | $3.5M | Buy |
105,164
+42,121
| +67% | +$1.4M | 0.26% | 81 |
|
|
2021
Q3 | $1.92M | Buy |
63,043
+49,642
| +370% | +$1.51M | 0.26% | 77 |
|
|
2021
Q2 | $406K | Buy |
+13,401
| New | +$406K | 0.07% | 239 |
|