CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,100
| Closed | -$306K | – | 139 |
|
|
2024
Q3 | $306K | Buy |
14,100
+238
| +2% | +$5.16K | 0.12% | 117 |
|
|
2024
Q2 | $304K | Buy |
13,862
+195
| +1% | +$4.27K | 0.12% | 113 |
|
|
2024
Q1 | $287K | Buy |
13,667
+133
| +1% | +$2.79K | 0.12% | 109 |
|
|
2023
Q4 | $308K | Buy |
+13,534
| New | +$308K | 0.13% | 109 |
|