IFP Advisors’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-115
| Closed | -$2.76K | – | 3320 |
|
|
2023
Q3 | $2.76K | Sell |
115
-529
| -82% | -$12.7K | ﹤0.01% | 2732 |
|
|
2023
Q2 | $16.1K | Sell |
644
-1,041
| -62% | -$26K | ﹤0.01% | 2114 |
|
|
2023
Q1 | $41.8K | Sell |
1,685
-136
| -7% | -$3.38K | ﹤0.01% | 1659 |
|
|
2022
Q4 | $46K | Hold |
1,821
| – | – | ﹤0.01% | 2302 |
|
|
2022
Q3 | $46K | Buy |
+1,821
| New | +$46K | ﹤0.01% | 2437 |
|