Betterment LLC’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
2023
Q1
Sell
-10,017
Closed -$254K 275
2022
Q4
$254K Buy
10,017
+1,254
+14% +$31.8K ﹤0.01% 233
2022
Q3
$232K Hold
8,763
﹤0.01% 219
2022
Q2
$232K Buy
+8,763
New +$232K ﹤0.01% 219