Avantax Advisory Services’s Simplify Multi-QIS Alternative ETF QIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,473
| Closed | -$257K | – | 2307 |
|
|
2024
Q4 | $257K | Sell |
10,473
-4,721
| -31% | -$116K | ﹤0.01% | 1890 |
|
|
2024
Q3 | $374K | Sell |
15,194
-4,231
| -22% | -$104K | ﹤0.01% | 1602 |
|
|
2024
Q2 | $491K | Sell |
19,425
-1,046
| -5% | -$26.5K | ﹤0.01% | 1371 |
|
|
2024
Q1 | $520K | Sell |
20,471
-2,270
| -10% | -$57.6K | ﹤0.01% | 1014 |
|
|
2023
Q4 | $562K | Buy |
22,741
+7,718
| +51% | +$191K | 0.01% | 934 |
|
|
2023
Q3 | $390K | Buy |
+15,023
| New | +$390K | ﹤0.01% | 1053 |
|