NewEdge Advisors’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-133,077
| Closed | -$8.35M | – | 3607 |
|
|
2023
Q2 | $8.35M | Buy |
+133,077
| New | +$8.35M | 0.09% | 218 |
|
|
2023
Q1 | – | Hold |
0
| – | -$1 | – | 3944 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4030 |
|
|
2022
Q3 | – | Sell |
-132,537
| Closed | -$7.48M | – | 1626 |
|
|
2022
Q2 | $7.48M | Buy |
+132,537
| New | +$7.48M | 0.12% | 173 |
|