Bison Wealth’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$349K Sell
2024
Q3
$1.22M Sell
2024
Q2
$1.51M Hold
2024
Q1
$1.51M Sell
2023
Q4
$1.41M Sell
2023
Q3
$1.51M Sell
2023
Q2
$1.64M Sell
2023
Q1
$1.57M Buy
2022
Q4
$1.49M Buy
2022
Q3
$1.53M Sell
2022
Q2
$1.54M Sell
2022
Q1
$2.44M Buy
2021
Q4
$1.97M Buy
2021
Q3
$1.49M Buy
2021
Q2
$727K Sell
2021
Q1
$64K Buy