BlackDiamond Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-56,608
| Closed | -$1.2M | – | 179 |
|
|
2024
Q4 | $1.2M | Buy |
56,608
+1,392
| +3% | +$29.5K | 0.69% | 43 |
|
|
2024
Q3 | $1.18M | Buy |
+55,216
| New | +$1.18M | 0.71% | 42 |
|
|
2024
Q2 | – | Sell |
-13,707
| Closed | -$300K | – | 161 |
|
|
2024
Q1 | $300K | Sell |
13,707
-19
| -0.1% | -$416 | 0.21% | 106 |
|
|
2023
Q4 | $309K | Sell |
13,726
-79,697
| -85% | -$1.79M | 0.23% | 96 |
|
|
2023
Q3 | $2.03M | Sell |
93,423
-3,603
| -4% | -$78.4K | 1.84% | 16 |
|
|
2023
Q2 | $2.19M | Sell |
97,026
-74,184
| -43% | -$1.68M | 1.85% | 13 |
|
|
2023
Q1 | $4.38M | Buy |
+171,210
| New | +$4.38M | 4.49% | 3 |
|