IFP Advisors’s Simplify US Equity PLUS Upside Convexity ETF SPUC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-168
| Closed | -$4.89K | – | 3323 |
|
|
2023
Q3 | $4.89K | Sell |
168
-874
| -84% | -$25.5K | ﹤0.01% | 2508 |
|
|
2023
Q2 | $32K | Sell |
1,042
-1,521
| -59% | -$46.7K | ﹤0.01% | 1802 |
|
|
2023
Q1 | $63.7K | Hold |
2,563
| – | – | ﹤0.01% | 1453 |
|
|
2022
Q4 | $63K | Sell |
2,563
-99
| -4% | -$2.43K | ﹤0.01% | 2079 |
|
|
2022
Q3 | $66K | Buy |
+2,662
| New | +$66K | ﹤0.01% | 2173 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4443 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4230 |
|
|
2021
Q1 | – | Sell |
-5,200
| Closed | -$140K | – | 4113 |
|
|
2020
Q4 | $140K | Buy |
+5,200
| New | +$140K | 0.01% | 971 |
|