NWAM LLC’s Simplify Stable Income ETF BUCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Sell
17,942
-2,937
-14% -$69.5K 0.03% 362
2025
Q1
$515K Sell
20,879
-1,144
-5% -$28.2K 0.04% 308
2024
Q4
$540K Sell
22,023
-1,238
-5% -$30.4K 0.03% 358
2024
Q3
$572K Sell
23,261
-222
-0.9% -$5.46K 0.03% 353
2024
Q2
$578K Sell
23,483
-308
-1% -$7.58K 0.17% 75
2024
Q1
$589K Buy
+23,791
New +$589K 0.05% 307