Carson Wealth (CWM LLC)’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-200
| Closed | -$11K | – | 4097 |
|
|
2022
Q2 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 2525 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$8K | – | 3765 |
|
|
2021
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2483 |
|
|
2021
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 2196 |
|
|
2021
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 2196 |
|
|
2020
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 2196 |
|
|
2020
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 2196 |
|
|
2020
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 2196 |
|
|
2020
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 2196 |
|
|
2019
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 2196 |
|
|
2019
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 2196 |
|
|
2019
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 2196 |
|
|
2019
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2196 |
|