Carson Wealth (CWM LLC)’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.2M | Buy |
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|
2025
Q2 | $32K | Buy |
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|
2025
Q1 | $24K | Hold |
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|
2024
Q4 | $26K | Sell |
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|
2024
Q3 | $30K | Sell |
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|
2024
Q2 | $33K | Buy |
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|
2024
Q1 | $31K | Sell |
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|
2023
Q4 | $35K | Sell |
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|
2023
Q3 | $46K | Sell |
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|
2023
Q2 | $7.9M | Buy |
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|
2023
Q1 | $6.34M | Buy |
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|
2022
Q4 | $5.41M | Buy |
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|
2022
Q3 | $4.61M | Buy |
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|
2022
Q2 | $3.67M | Buy |
|