Cetera Advisor Networks’s Simplify Hedged Equity ETF HEQT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $5.68M | Sell |
214,338
-34,093
| -14% | -$903K | 0.03% | 576 |
|
2023
Q4 | $6.28M | Sell |
248,431
-10,871
| -4% | -$275K | 0.03% | 476 |
|
2023
Q3 | $6.32M | Sell |
259,302
-35,429
| -12% | -$863K | 0.04% | 432 |
|
2023
Q2 | $7.31M | Sell |
294,731
-2,749
| -0.9% | -$68.2K | 0.05% | 366 |
|
2023
Q1 | $7.03M | Buy |
297,480
+4,088
| +1% | +$96.6K | 0.05% | 366 |
|
2022
Q4 | $6.62M | Buy |
+293,392
| New | +$6.62M | 0.05% | 362 |
|