GeoWealth Management’s Simplify Enhanced Income ETF HIGH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,139
| Closed | -$579K | – | 1381 |
|
|
2024
Q4 | $579K | Sell |
25,139
-4,163
| -14% | -$95.8K | 0.02% | 435 |
|
|
2024
Q3 | $687K | Sell |
29,302
-1,336
| -4% | -$31.3K | 0.02% | 397 |
|
|
2024
Q2 | $745K | Buy |
30,638
+2,036
| +7% | +$49.5K | 0.03% | 334 |
|
|
2024
Q1 | $698K | Buy |
28,602
+20,836
| +268% | +$508K | 0.03% | 361 |
|
|
2023
Q4 | $191K | Buy |
+7,766
| New | +$191K | 0.02% | 513 |
|