OneDigital Investment Advisors’s Simplify Developed Ex-US PLUS Downside Convexity ETF EAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-287,407
| Closed | -$5.38M | – | 1165 |
|
|
2023
Q3 | $5.38M | Buy |
287,407
+25,418
| +10% | +$476K | 0.12% | 145 |
|
|
2023
Q2 | $5.16M | Sell |
261,989
-182,037
| -41% | -$3.59M | 0.11% | 145 |
|
|
2023
Q1 | $8.76M | Buy |
444,026
+46,460
| +12% | +$917K | 0.21% | 95 |
|
|
2022
Q4 | $7.33M | Buy |
397,566
+318,842
| +405% | +$5.88M | 0.21% | 95 |
|
|
2022
Q3 | $1.39M | Buy |
+78,724
| New | +$1.39M | 0.05% | 240 |
|