Carson Wealth (CWM LLC)’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $690K | Buy |
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|
2025
Q2 | $303K | Buy |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $122K | Sell |
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|
2024
Q3 | $135K | Sell |
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|
2024
Q2 | $136K | Sell |
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|
2024
Q1 | $153K | Sell |
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|
2023
Q4 | $10.4M | Sell |
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|
2023
Q3 | $10.1M | Sell |
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|
2023
Q2 | $15M | Sell |
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|
2023
Q1 | $16.1M | Buy |
|