Belpointe Asset 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 |
-10,485
| Closed | -$234K | – | 1029 |
|
|
2024
Q4 | $234K | Buy |
10,485
+66
| +0.6% | +$1.48K | 0.01% | 751 |
|
|
2024
Q3 | $229K | Buy |
10,419
+9,492
| +1,024% | +$208K | 0.01% | 760 |
|
|
2024
Q2 | $20.8K | Buy |
+927
| New | +$20.8K | ﹤0.01% | 782 |
|
|
2023
Q2 | – | Sell |
-480
| Closed | -$10.5K | – | 3052 |
|
|
2023
Q1 | $10.5K | Buy |
480
+128
| +36% | +$2.79K | ﹤0.01% | 2694 |
|
|
2022
Q4 | $7.71K | Buy |
+352
| New | +$7.71K | ﹤0.01% | 2741 |
|