Commonwealth Equity Services’s Simplify Hedged Equity ETF HEQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
34,055
-2,930
| -8% | -$88K | ﹤0.01% | 2538 |
|
|
2025
Q1 | $1.06M | Sell |
36,985
-885
| -2% | -$25.3K | ﹤0.01% | 2410 |
|
|
2024
Q4 | $1.12M | Sell |
37,870
-46,524
| -55% | -$1.37M | ﹤0.01% | 2306 |
|
|
2024
Q3 | $2.44M | Sell |
84,394
-15,545
| -16% | -$449K | ﹤0.01% | 1688 |
|
|
2024
Q2 | $2.77M | Sell |
99,939
-103,255
| -51% | -$2.86M | ﹤0.01% | 1580 |
|
|
2024
Q1 | $5.38M | Sell |
203,194
-3,724
| -2% | -$98.7K | 0.01% | 1118 |
|
|
2023
Q4 | $5.23M | Buy |
206,918
+13,590
| +7% | +$343K | 0.01% | 1072 |
|
|
2023
Q3 | $4.71M | Buy |
193,328
+86,854
| +82% | +$2.12M | 0.01% | 1067 |
|
|
2023
Q2 | $2.64M | Buy |
106,474
+1,739
| +2% | +$43.2K | 0.01% | 1442 |
|
|
2023
Q1 | $2.47K | Buy |
+104,735
| New | +$2.47K | 0.01% | 1430 |
|