M1FG
Mach-1 Financial Group’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-55,418
| Closed | -$1.47M | – | 407 |
|
|
2022
Q3 | $1.47M | Buy |
55,418
+18,408
| +50% | +$487K | 1.53% | 8 |
|
|
2022
Q2 | $979K | Buy |
37,010
+13,841
| +60% | +$366K | 0.66% | 11 |
|
|
2022
Q1 | $726K | Buy |
23,169
+12,416
| +115% | +$389K | 0.48% | 12 |
|
|
2021
Q4 | $357K | Buy |
+10,753
| New | +$357K | 0.22% | 16 |
|