OneDigital Investment Advisors’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-261,084
| Closed | -$3.32M | – | 1148 |
|
|
2023
Q3 | $3.32M | Buy |
261,084
+29,496
| +13% | +$375K | 0.07% | 202 |
|
|
2023
Q2 | $3.4M | Buy |
231,588
+37,273
| +19% | +$548K | 0.08% | 191 |
|
|
2023
Q1 | $3.16M | Buy |
194,315
+34,788
| +22% | +$566K | 0.07% | 199 |
|
|
2022
Q4 | $2.42M | Buy |
159,527
+138,877
| +673% | +$2.1M | 0.07% | 227 |
|
|
2022
Q3 | $315K | Buy |
+20,650
| New | +$315K | 0.01% | 589 |
|