IFP Advisors’s Simplify High Yield ETF CDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-85
| Closed | -$1.94K | – | 3135 |
|
|
2023
Q4 | $1.94K | Sell |
85
-33
| -28% | -$753 | ﹤0.01% | 2690 |
|
|
2023
Q3 | $2.55K | Sell |
118
-195
| -62% | -$4.21K | ﹤0.01% | 2765 |
|
|
2023
Q2 | $6.83K | Sell |
313
-219
| -41% | -$4.78K | ﹤0.01% | 2424 |
|
|
2023
Q1 | $13.3K | Sell |
532
-85
| -14% | -$2.13K | ﹤0.01% | 2182 |
|
|
2022
Q4 | $15K | Hold |
617
| – | – | ﹤0.01% | 3097 |
|
|
2022
Q3 | $15K | Buy |
+617
| New | +$15K | ﹤0.01% | 3320 |
|