Lionsbridge Wealth Management’s Simplify Hedged Equity ETF HEQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $692K | Sell |
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|
2025
Q1 | $4.7M | Sell |
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|
2024
Q4 | $5.18M | Buy |
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|
2024
Q3 | $3.61M | Buy |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $2.47M | Sell |
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|
2023
Q4 | $2.36M | Buy |
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|
2023
Q3 | $738K | Sell |
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|
2023
Q2 | $755K | Sell |
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|
2023
Q1 | $801K | Buy |
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|
2022
Q4 | $722K | Buy |
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