Commonwealth Equity Services’s Simplify High Yield ETF CDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.6M | Buy |
368,894
+189,992
| +106% | +$4.43M | 0.01% | 1007 |
|
2025
Q1 | $4.1M | Buy |
178,902
+2,925
| +2% | +$67.1K | 0.01% | 1405 |
|
2024
Q4 | $3.84M | Buy |
175,977
+6,429
| +4% | +$140K | 0.01% | 1412 |
|
2024
Q3 | $4.03M | Buy |
169,548
+2,833
| +2% | +$67.3K | 0.01% | 1367 |
|
2024
Q2 | $3.83M | Buy |
166,715
+4,487
| +3% | +$103K | 0.01% | 1349 |
|
2024
Q1 | $3.72M | Buy |
162,228
+2,284
| +1% | +$52.4K | 0.01% | 1361 |
|
2023
Q4 | $3.65M | Buy |
159,944
+58,726
| +58% | +$1.34M | 0.01% | 1300 |
|
2023
Q3 | $2.19M | Sell |
101,218
-58,257
| -37% | -$1.26M | ﹤0.01% | 1551 |
|
2023
Q2 | $3.48M | Buy |
+159,475
| New | +$3.48M | 0.01% | 1258 |
|