CAPTRUST Financial Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $2.04M | Sell |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $1.87M | Sell |
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|
2023
Q3 | $1.84M | Sell |
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|
2023
Q2 | $1.98M | Sell |
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|
2023
Q1 | $8.22M | Sell |
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|
2022
Q4 | $17.4M | Buy |
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