OneDigital Investment Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-599,769
| Closed | -$15.7M | – | 1146 |
|
|
2023
Q3 | $15.7M | Buy |
599,769
+49,486
| +9% | +$1.3M | 0.34% | 64 |
|
|
2023
Q2 | $15M | Buy |
550,283
+182,343
| +50% | +$4.98M | 0.33% | 62 |
|
|
2023
Q1 | $9.41M | Buy |
367,940
+90,066
| +32% | +$2.3M | 0.22% | 87 |
|
|
2022
Q4 | $6.74M | Buy |
277,874
+223,436
| +410% | +$5.42M | 0.2% | 104 |
|
|
2022
Q3 | $1.44M | Buy |
+54,438
| New | +$1.44M | 0.05% | 236 |
|