OneDigital Investment 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
Q4
Sell
-14,778
Closed -$1.41M 1130
2023
Q3
$1.41M Buy
14,778
+743
+5% +$71K 0.03% 348
2023
Q2
$881K Buy
14,035
+3,297
+31% +$207K 0.02% 442
2023
Q1
$654K Buy
10,738
+2,155
+25% +$131K 0.02% 522
2022
Q4
$615K Buy
+8,583
New +$615K 0.02% 466