AFA
Atlas Financial Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,130
| Closed | -$318K | – | 42 |
|
|
2023
Q3 | $318K | Sell |
12,130
-1,627
| -12% | -$42.7K | 0.25% | 33 |
|
|
2023
Q2 | $376K | Sell |
13,757
-5,542
| -29% | -$151K | 0.53% | 16 |
|
|
2023
Q1 | $494K | Sell |
19,299
-23
| -0.1% | -$588 | 0.67% | 12 |
|
|
2022
Q4 | $469K | Sell |
19,322
-663,056
| -97% | -$16.1M | 0.65% | 12 |
|
|
2022
Q3 | $18M | Sell |
682,378
-96,078
| -12% | -$2.54M | 29.55% | 2 |
|
|
2022
Q2 | $20.6M | Buy |
778,456
+303,165
| +64% | +$8.02M | 23.53% | 2 |
|
|
2022
Q1 | $14.9M | Buy |
475,291
+76,323
| +19% | +$2.39M | 14.98% | 3 |
|
|
2021
Q4 | $13.3M | Buy |
+398,968
| New | +$13.3M | 12.4% | 4 |
|