AFA
Atlas Financial Advisors’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,265
| Closed | -$181K | – | 44 |
|
|
2023
Q3 | $181K | Hold |
14,265
| – | – | 0.14% | 41 |
|
|
2023
Q2 | $210K | Hold |
14,265
| – | – | 0.3% | 28 |
|
|
2023
Q1 | $232K | Hold |
14,265
| – | – | 0.31% | 21 |
|
|
2022
Q4 | $216K | Buy |
+14,265
| New | +$216K | 0.3% | 21 |
|
|
2022
Q2 | – | Sell |
-581,479
| Closed | -$11.7M | – | 24 |
|
|
2022
Q1 | $11.7M | Buy |
581,479
+240,047
| +70% | +$4.85M | 11.81% | 4 |
|
|
2021
Q4 | $8.47M | Buy |
+341,432
| New | +$8.47M | 7.91% | 5 |
|