Fortis Capital Advisors’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,470
| Closed | -$274K | – | 287 |
|
|
2024
Q4 | $274K | Buy |
+6,470
| New | +$274K | 0.09% | 149 |
|
|
2024
Q3 | – | Sell |
-5,760
| Closed | -$276K | – | 197 |
|
|
2024
Q2 | $276K | Buy |
+5,760
| New | +$276K | 0.1% | 142 |
|
|
2023
Q3 | – | Sell |
-8,907
| Closed | -$559K | – | 115 |
|
|
2023
Q2 | $559K | Buy |
+8,907
| New | +$559K | 0.33% | 49 |
|