Atria Wealth Solutions’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 | $241K | Sell |
8,010
-1,753
| -18% | -$52.7K | 0.01% | 1275 |
|
|
2025
Q1 | $279K | Sell |
9,763
-1,650
| -14% | -$47.1K | ﹤0.01% | 1504 |
|
|
2024
Q4 | $336K | Sell |
11,413
-2,645
| -19% | -$78K | ﹤0.01% | 1456 |
|
|
2024
Q3 | $406K | Sell |
14,058
-245
| -2% | -$7.08K | ﹤0.01% | 1335 |
|
|
2024
Q2 | $396K | Sell |
14,303
-391
| -3% | -$10.8K | ﹤0.01% | 1335 |
|
|
2024
Q1 | $389K | Sell |
14,694
-1,654
| -10% | -$43.8K | ﹤0.01% | 1377 |
|
|
2023
Q4 | $413K | Buy |
16,348
+5,846
| +56% | +$148K | 0.01% | 1301 |
|
|
2023
Q3 | $256K | Buy |
+10,502
| New | +$256K | ﹤0.01% | 1510 |
|