Carson Wealth (CWM LLC)’s Simplify Health Care ETF PINK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $309K | Sell |
10,294
-4,405
| -30% | -$132K | ﹤0.01% | 1845 |
|
2025
Q1 | $431K | Sell |
14,699
-2,042
| -12% | -$59.9K | ﹤0.01% | 1510 |
|
2024
Q4 | $497K | Buy |
16,741
+3,127
| +23% | +$92.8K | ﹤0.01% | 1384 |
|
2024
Q3 | $447K | Buy |
13,614
+1,585
| +13% | +$52K | ﹤0.01% | 1363 |
|
2024
Q2 | $378K | Buy |
12,029
+9,028
| +301% | +$284K | ﹤0.01% | 1295 |
|
2024
Q1 | $93K | Buy |
+3,001
| New | +$93K | ﹤0.01% | 1919 |
|