Peak Financial Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-256,871
| Closed | -$6.24M | – | 84 |
|
|
2024
Q2 | $6.24M | Buy |
256,871
+50,118
| +24% | +$1.22M | 3.58% | 6 |
|
|
2024
Q1 | $5.04M | Sell |
206,753
-250,341
| -55% | -$6.11M | 3.07% | 9 |
|
|
2023
Q4 | $11.2M | Sell |
457,094
-29,553
| -6% | -$726K | 7.5% | 1 |
|
|
2023
Q3 | $12.1M | Buy |
486,647
+198,974
| +69% | +$4.95M | 13.09% | 1 |
|
|
2023
Q2 | $7.2M | Buy |
+287,673
| New | +$7.2M | 5.65% | 2 |
|