Envestnet Asset Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $399K | Sell |
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|
2023
Q2 | $825K | Buy |
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|
2023
Q1 | $671K | Buy |
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|
2022
Q4 | $600K | Sell |
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|
2022
Q3 | $15.5M | Sell |
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|
2022
Q2 | $16.2M | Sell |
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|
2022
Q1 | $22.6M | Sell |
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|
2021
Q4 | $31.4M | Buy |
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|
2021
Q3 | $23.7M | Buy |
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|
2021
Q2 | $21.3M | Buy |
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|
2021
Q1 | $19.6M | Buy |
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|
2020
Q4 | $3.47M | Buy |
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