Commonwealth Equity Services’s Simplify Hedged Equity ETF HEQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $545K | Sell |
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|
2025
Q2 | $1.02M | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $2.44M | Sell |
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|
2024
Q2 | $2.77M | Sell |
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|
2024
Q1 | $5.38M | Sell |
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|
2023
Q4 | $5.23M | Buy |
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|
2023
Q3 | $4.71M | Buy |
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|
2023
Q2 | $2.64M | Buy |
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|
2023
Q1 | $2.47K | Buy |
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