ARQ Wealth Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.89M | Hold |
240,950
| – | – | 2.36% | 17 |
|
|
2025
Q1 | $6.89M | Sell |
240,950
-1,031
| -0.4% | -$29.5K | 2.55% | 16 |
|
|
2024
Q4 | $7.13M | Buy |
241,981
+2,272
| +0.9% | +$67K | 2.71% | 14 |
|
|
2024
Q3 | $6.82M | Buy |
239,709
+3,114
| +1% | +$88.6K | 2.58% | 13 |
|
|
2024
Q2 | $6.55M | Buy |
236,595
+5,110
| +2% | +$141K | 2.83% | 12 |
|
|
2024
Q1 | $6.13M | Buy |
231,485
+35,661
| +18% | +$945K | 2.66% | 13 |
|
|
2023
Q4 | $4.95M | Buy |
195,824
+21,700
| +12% | +$548K | 2.94% | 13 |
|
|
2023
Q3 | $4.24M | Sell |
174,124
-4,078
| -2% | -$99.4K | 3.18% | 12 |
|
|
2023
Q2 | $4.42M | Buy |
178,202
+156,583
| +724% | +$3.88M | 2.87% | 14 |
|
|
2023
Q1 | $511K | Buy |
+21,619
| New | +$511K | 0.38% | 40 |
|