MA
Mutual Advisors’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,841
| Closed | -$262K | – | 1143 |
|
|
2024
Q4 | $262K | Buy |
+4,841
| New | +$262K | 0.01% | 930 |
|
|
2024
Q2 | – | Sell |
-4,780
| Closed | -$214K | – | 1134 |
|
|
2024
Q1 | $214K | Buy |
+4,780
| New | +$214K | 0.01% | 1011 |
|
|
2023
Q3 | – | Sell |
-3,757
| Closed | -$236K | – | 1028 |
|
|
2023
Q2 | $236K | Sell |
3,757
-1,054
| -22% | -$66.2K | 0.01% | 888 |
|
|
2023
Q1 | $293K | Buy |
4,811
+1,881
| +64% | +$115K | 0.01% | 783 |
|
|
2022
Q4 | $210K | Buy |
+2,930
| New | +$210K | 0.01% | 859 |
|