Financial Enhancement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $675K | Buy |
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|
2024
Q2 | $626K | Buy |
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|
2024
Q1 | $525K | Sell |
|
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|
2023
Q4 | $542K | Buy |
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|
2023
Q3 | $485K | Sell |
|
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|
2023
Q2 | $508K | Sell |
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|
2023
Q1 | $675K | Sell |
|
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|
2022
Q4 | $695K | Sell |
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|
2022
Q3 | $42.2M | Sell |
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|
2022
Q2 | $62.6M | Buy |
|
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|
2022
Q1 | $56.9M | Sell |
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|
2021
Q4 | $75.1M | Sell |
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|
2021
Q3 | $72.1M | Sell |
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|
2021
Q2 | $74.6M | Buy |
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|
2021
Q1 | $26.9M | Buy |
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|
2020
Q4 | $3.2M | Buy |
|