DHJJ Financial Advisors’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 | $601 | Hold |
20
| – | – | ﹤0.01% | 783 |
|
|
2025
Q1 | $572 | Hold |
20
| – | – | ﹤0.01% | 740 |
|
|
2024
Q4 | $590 | Hold |
20
| – | – | ﹤0.01% | 704 |
|
|
2024
Q3 | $578 | Hold |
20
| – | – | ﹤0.01% | 690 |
|
|
2024
Q2 | $554 | Hold |
20
| – | – | ﹤0.01% | 644 |
|
|
2024
Q1 | $530 | Hold |
20
| – | – | ﹤0.01% | 635 |
|
|
2023
Q4 | $506 | Hold |
20
| – | – | ﹤0.01% | 623 |
|
|
2023
Q3 | $488 | Buy |
+20
| New | +$488 | ﹤0.01% | 619 |
|