Capital Investment Advisory Services’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-43,563
Closed -$1.35M 992
2024
Q1
$1.35M Buy
43,563
+35,475
+439% +$1.1M 0.15% 156
2023
Q4
$232K Buy
8,088
+25
+0.3% +$718 0.02% 447
2023
Q3
$211K Buy
+8,063
New +$211K 0.02% 444