Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-110,996
| Closed | -$2.7M | – | 1618 |
|
|
2023
Q3 | $2.7M | Sell |
110,996
-4,761
| -4% | -$116K | 0.03% | 378 |
|
|
2023
Q2 | $2.87M | Buy |
115,757
+4,450
| +4% | +$110K | 0.03% | 363 |
|
|
2023
Q1 | $2.63M | Buy |
111,307
+13,562
| +14% | +$320K | 0.03% | 365 |
|
|
2022
Q4 | $2.21M | Buy |
97,745
+11,650
| +14% | +$263K | 0.03% | 390 |
|
|
2022
Q3 | $1.96M | Buy |
86,095
+28,695
| +50% | +$654K | 0.03% | 377 |
|
|
2022
Q2 | $1.32M | Buy |
+57,400
| New | +$1.32M | 0.02% | 478 |
|