Keudell/Morrison Wealth Management’s Simplify Hedged Equity ETF HEQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Sell |
489,872
-349,797
| -42% | -$10.5M | 3.27% | 7 |
|
|
2025
Q1 | $24M | Buy |
839,669
+323,081
| +63% | +$9.23M | 5.66% | 3 |
|
|
2024
Q4 | $15.2M | Sell |
516,588
-2,738
| -0.5% | -$80.7K | 3.97% | 6 |
|
|
2024
Q3 | $15M | Buy |
519,326
+13,580
| +3% | +$392K | 4.07% | 6 |
|
|
2024
Q2 | $14M | Buy |
505,746
+78,110
| +18% | +$2.16M | 4.09% | 6 |
|
|
2024
Q1 | $11.3M | Buy |
+427,636
| New | +$11.3M | 3.43% | 7 |
|