MWM
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Moulton Wealth Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Moulton Wealth Management’s Portfolio PFIX Stock Details PFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,890
Closed -$936K – 16
2022
Q4 		$936K Buy
+14,890
New +$936K 3.2% 9