Bedel Financial Consulting’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-341
| Closed | -$11K | – | 791 |
|
|
2022
Q1 | $11K | Hold |
341
| – | – | ﹤0.01% | 656 |
|
|
2021
Q4 | $12K | Buy |
341
+2
| +0.6% | +$70 | ﹤0.01% | 662 |
|
|
2021
Q3 | $10K | Buy |
339
+2
| +0.6% | +$59 | ﹤0.01% | 671 |
|
|
2021
Q2 | $10K | Buy |
337
+170
| +102% | +$5.05K | ﹤0.01% | 676 |
|
|
2021
Q1 | $5K | Hold |
167
| – | – | ﹤0.01% | 752 |
|
|
2020
Q4 | $5K | Buy |
+167
| New | +$5K | ﹤0.01% | 658 |
|