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Bartlett & Co Wealth Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SPD Stock Details SPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,145
Closed -$34.8K – 807
2021
Q3 		$34.8K Buy
+1,145
New +$34.8K ﹤0.01% 556