Atlas Financial Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$318K Sell
2023
Q2
$376K Sell
2023
Q1
$494K Sell
2022
Q4
$469K Sell
2022
Q3
$18M Sell
2022
Q2
$20.6M Buy
2022
Q1
$14.9M Buy
2021
Q4
$13.3M Buy