Leelyn Smith’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-91
| Closed | -$1.99K | – | 388 |
|
|
2022
Q4 | $1.99K | Buy |
91
+4
| +5% | +$87 | ﹤0.01% | 409 |
|
|
2022
Q3 | $2K | Buy |
87
+4
| +5% | +$92 | ﹤0.01% | 433 |
|
|
2022
Q2 | $2K | Buy |
83
+3
| +4% | +$72 | ﹤0.01% | 364 |
|
|
2022
Q1 | $2K | Buy |
80
+3
| +4% | +$75 | ﹤0.01% | 341 |
|
|
2021
Q4 | $2K | Buy |
77
+3
| +4% | +$78 | ﹤0.01% | 361 |
|
|
2021
Q3 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 341 |
|