Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 3565 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4900 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4884 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4922 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4925 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4866 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4792 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4723 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4589 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4563 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4367 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4399 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4330 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4393 |
|