Avior Wealth Management’s Simplify Volatility Premium ETF SVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-360
| Closed | -$7.48K | – | 2143 |
|
|
2024
Q4 | $7.48K | Buy |
360
+140
| +64% | +$2.91K | ﹤0.01% | 1717 |
|
|
2024
Q3 | $4.83K | Hold |
220
| – | – | ﹤0.01% | 1789 |
|
|
2024
Q2 | $4.94K | Hold |
220
| – | – | ﹤0.01% | 1725 |
|
|
2024
Q1 | $4.99K | Hold |
220
| – | – | ﹤0.01% | 2084 |
|
|
2023
Q4 | $5.01K | Hold |
220
| – | – | ﹤0.01% | 1142 |
|
|
2023
Q3 | $4.95K | Buy |
+220
| New | +$4.95K | ﹤0.01% | 1192 |
|