Lloyd Advisory Services’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
+45,784
| New | +$1.74M | 0.84% | 26 |
|
|
2025
Q1 | – | Sell |
-48,636
| Closed | -$1.62M | – | 114 |
|
|
2024
Q4 | $1.62M | Sell |
48,636
-2,660
| -5% | -$88.8K | 0.77% | 29 |
|
|
2024
Q3 | $1.72M | Sell |
51,296
-50
| -0.1% | -$1.67K | 0.83% | 25 |
|
|
2024
Q2 | $1.66M | Buy |
+51,346
| New | +$1.66M | 0.78% | 27 |
|
|
2024
Q1 | – | Sell |
-48,540
| Closed | -$1.39M | – | 174 |
|
|
2023
Q4 | $1.39M | Buy |
+48,540
| New | +$1.39M | 0.66% | 35 |
|