Morgan Stanley’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 | $44 | Hold |
1
| – | – | ﹤0.01% | 7829 |
|
|
2025
Q1 | $53 | Sell |
1
-380
| -100% | -$20.1K | ﹤0.01% | 7704 |
|
|
2024
Q4 | $12.7K | Hold |
381
| – | – | ﹤0.01% | 6719 |
|
|
2024
Q3 | $12.8K | Sell |
381
-1
| -0.3% | -$34 | ﹤0.01% | 6643 |
|
|
2024
Q2 | $12.4K | Buy |
382
+1
| +0.3% | +$32 | ﹤0.01% | 6608 |
|
|
2024
Q1 | $11.9K | Sell |
381
-379
| -50% | -$11.8K | ﹤0.01% | 6649 |
|
|
2023
Q4 | $21.8K | Buy |
760
+380
| +100% | +$10.9K | ﹤0.01% | 6632 |
|
|
2023
Q3 | $9.96K | Sell |
380
-3,043
| -89% | -$79.8K | ﹤0.01% | 6732 |
|
|
2023
Q2 | $93.5K | Buy |
3,423
+16
| +0.5% | +$437 | ﹤0.01% | 5981 |
|
|
2023
Q1 | $87.2K | Hold |
3,407
| – | – | ﹤0.01% | 6067 |
|
|
2022
Q4 | $82.6K | Hold |
3,407
| – | – | ﹤0.01% | 6069 |
|
|
2022
Q3 | $90K | Hold |
3,407
| – | – | ﹤0.01% | 6136 |
|
|
2022
Q2 | $90K | Hold |
3,407
| – | – | ﹤0.01% | 6331 |
|
|
2022
Q1 | $107K | Buy |
+3,407
| New | +$107K | ﹤0.01% | 6263 |
|