CA
Cambridge Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,527
| Closed | -$255K | – | 186 |
|
|
2022
Q4 | $255K | Sell |
10,527
-1,951
| -16% | -$47.3K | 0.07% | 159 |
|
|
2022
Q3 | $330K | Sell |
12,478
-7
| -0.1% | -$185 | 0.09% | 130 |
|
|
2022
Q2 | $330K | Sell |
12,485
-352
| -3% | -$9.3K | 0.09% | 139 |
|
|
2022
Q1 | $402K | Buy |
12,837
+90
| +0.7% | +$2.82K | 0.1% | 133 |
|
|
2021
Q4 | $424K | Buy |
12,747
+6,096
| +92% | +$203K | 0.1% | 134 |
|
|
2021
Q3 | $202K | Buy |
+6,651
| New | +$202K | 0.05% | 176 |
|