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 |
|