NWAM LLC’s Simplify Aggregate Bond ETF AGGH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
71,793
-4,955
| -6% | -$101K | 0.12% | 169 |
|
|
2025
Q1 | $1.62M | Sell |
76,748
-11,741
| -13% | -$248K | 0.14% | 145 |
|
|
2024
Q4 | $1.83M | Sell |
88,489
-11,830
| -12% | -$244K | 0.11% | 177 |
|
|
2024
Q3 | $2.18M | Buy |
+100,319
| New | +$2.18M | 0.13% | 156 |
|
|
2024
Q2 | – | Sell |
-101,829
| Closed | -$2.12M | – | 162 |
|
|
2024
Q1 | $2.12M | Buy |
+101,829
| New | +$2.12M | 0.17% | 123 |
|