Iron Horse Wealth Management’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
Q2 | – | Sell |
-2,700
| Closed | -$49.1K | – | 639 |
|
|
2025
Q1 | $49.1K | Buy |
2,700
+2,500
| +1,250% | +$45.5K | 0.02% | 127 |
|
|
2024
Q4 | $4.16K | Sell |
200
-2,000
| -91% | -$41.6K | ﹤0.01% | 320 |
|
|
2024
Q3 | $48.3K | Buy |
2,200
+600
| +38% | +$13.2K | 0.02% | 114 |
|
|
2024
Q2 | $35.9K | Hold |
1,600
| – | – | 0.01% | 126 |
|
|
2024
Q1 | $36.3K | Hold |
1,600
| – | – | 0.01% | 103 |
|
|
2023
Q4 | $36.4K | Buy |
+1,600
| New | +$36.4K | 0.02% | 93 |
|