Pathway Financial Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $281K | Hold |
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|
2025
Q2 | $270K | Hold |
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|
2025
Q1 | $220K | Hold |
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|
2024
Q4 | $237K | Hold |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $230K | Hold |
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|
2024
Q1 | $221K | Hold |
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|
2023
Q4 | $204K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $312K | Hold |
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|
2022
Q3 | $341K | Hold |
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|
2022
Q2 | $341K | Hold |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q4 | $379K | Buy |
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