BlackDiamond Wealth Management’s Simplify Enhanced Income ETF HIGH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
8,752
-418
| -5% | -$10.1K | 0.12% | 156 |
|
|
2025
Q1 | $217K | Sell |
9,170
-131,853
| -93% | -$3.12M | 0.15% | 142 |
|
|
2024
Q4 | $3.25M | Sell |
141,023
-12,667
| -8% | -$292K | 1.88% | 9 |
|
|
2024
Q3 | $3.62M | Buy |
153,690
+25,240
| +20% | +$595K | 2.19% | 8 |
|
|
2024
Q2 | $3.05M | Buy |
128,450
+6,323
| +5% | +$150K | 2.01% | 10 |
|
|
2024
Q1 | $2.98M | Buy |
122,127
+10,306
| +9% | +$251K | 2.12% | 7 |
|
|
2023
Q4 | $2.74M | Buy |
111,821
+43,036
| +63% | +$1.05M | 2.01% | 10 |
|
|
2023
Q3 | $1.71M | Buy |
+68,785
| New | +$1.71M | 1.54% | 20 |
|