LWM
FIG

Lionsbridge Wealth Management’s Simplify Macro Strategy ETF FIG Stock Holding History

Lionsbridge Wealth Management’s Portfolio FIG Stock Details FIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-34,511
Closed -$777K – 53
2023
Q3 		$777K Sell
34,511
-10
-0% -$225 0.74% 36
2023
Q2 		$806K Sell
34,521
-3,341
-9% -$78K 0.72% 35
2023
Q1 		$889K Buy
37,862
+1,212
+3% +$28.4K 0.82% 38
2022
Q4 		$855K Buy
+36,650
New +$855K 0.83% 35