Atria Wealth Solutions’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,004
| Closed | -$716K | – | 1922 |
|
|
2022
Q4 | $716K | Sell |
10,004
-15,762
| -61% | -$1.13M | 0.01% | 910 |
|
|
2022
Q3 | $1.76M | Sell |
25,766
-54
| -0.2% | -$3.68K | 0.03% | 527 |
|
|
2022
Q2 | $1.46M | Buy |
25,820
+17,477
| +209% | +$987K | 0.03% | 533 |
|
|
2022
Q1 | $416K | Buy |
+8,343
| New | +$416K | 0.01% | 1161 |
|