Avantax Advisory Services’s Simplify Market Neutral Equity Long/Short ETF EQLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,083
| Closed | -$233K | – | 2254 |
|
|
2024
Q4 | $233K | Sell |
11,083
-5,984
| -35% | -$126K | ﹤0.01% | 1957 |
|
|
2024
Q3 | $369K | Sell |
17,067
-4,456
| -21% | -$96.4K | ﹤0.01% | 1615 |
|
|
2024
Q2 | $508K | Sell |
21,523
-989
| -4% | -$23.3K | ﹤0.01% | 1350 |
|
|
2024
Q1 | $526K | Sell |
22,512
-9,289
| -29% | -$217K | ﹤0.01% | 1009 |
|
|
2023
Q4 | $708K | Buy |
31,801
+14,528
| +84% | +$323K | 0.01% | 847 |
|
|
2023
Q3 | $429K | Buy |
+17,273
| New | +$429K | ﹤0.01% | 1013 |
|