Belpointe Asset Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,470
| Closed | -$274K | – | 1009 |
|
|
2024
Q4 | $274K | Buy |
+6,470
| New | +$274K | 0.02% | 689 |
|
|
2024
Q3 | – | Sell |
-5,760
| Closed | -$276K | – | 975 |
|
|
2024
Q2 | $276K | Buy |
+5,760
| New | +$276K | 0.02% | 617 |
|
|
2023
Q3 | – | Sell |
-8,907
| Closed | -$559K | – | 702 |
|
|
2023
Q2 | $559K | Buy |
8,907
+7,198
| +421% | +$452K | 0.06% | 285 |
|
|
2023
Q1 | $104K | Sell |
1,709
-4,981
| -74% | -$304K | 0.01% | 1278 |
|
|
2022
Q4 | $479K | Buy |
+6,690
| New | +$479K | 0.03% | 558 |
|