Ausdal Financial Partners’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-56,551
| Closed | -$1.54M | – | 461 |
|
|
2023
Q2 | $1.54M | Sell |
56,551
-100
| -0.2% | -$2.73K | 0.21% | 114 |
|
|
2023
Q1 | $1.45M | Sell |
56,651
-140
| -0.2% | -$3.58K | 0.2% | 125 |
|
|
2022
Q4 | $1.38M | Sell |
56,791
-3,322
| -6% | -$80.6K | 0.2% | 121 |
|
|
2022
Q3 | $1.59M | Sell |
60,113
-3,680
| -6% | -$97.3K | 0.25% | 99 |
|
|
2022
Q2 | $1.69M | Sell |
63,793
-300
| -0.5% | -$7.94K | 0.25% | 114 |
|
|
2022
Q1 | $2.01M | Buy |
+64,093
| New | +$2.01M | 0.27% | 98 |
|