HBW Advisory Services’s Simplify Volatility Premium ETF SVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,217
| Closed | -$462K | – | 421 |
|
|
2024
Q4 | $462K | Sell |
22,217
-7,362
| -25% | -$153K | 0.05% | 216 |
|
|
2024
Q3 | $650K | Sell |
29,579
-3,698
| -11% | -$81.2K | 0.1% | 174 |
|
|
2024
Q2 | $747K | Buy |
33,277
+2,920
| +10% | +$65.6K | 0.12% | 159 |
|
|
2024
Q1 | $692K | Hold |
30,357
| – | – | 0.13% | 155 |
|
|
2023
Q4 | $692K | Buy |
30,357
+8,828
| +41% | +$201K | 0.13% | 155 |
|
|
2023
Q3 | $485K | Buy |
+21,529
| New | +$485K | 0.1% | 177 |
|