Peterson Wealth Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Sell |
147,533
-8,498
| -5% | -$255K | 0.73% | 23 |
|
|
2025
Q1 | $4.31M | Buy |
156,031
+102,412
| +191% | +$2.83M | 0.83% | 21 |
|
|
2024
Q4 | $1.59M | Buy |
53,619
+15,956
| +42% | +$474K | 0.29% | 32 |
|
|
2024
Q3 | $1.09M | Sell |
37,663
-3,370
| -8% | -$97.3K | 0.21% | 32 |
|
|
2024
Q2 | $1.14M | Buy |
41,033
+8,535
| +26% | +$236K | 0.24% | 29 |
|
|
2024
Q1 | $861K | Sell |
32,498
-267
| -0.8% | -$7.07K | 0.18% | 32 |
|
|
2023
Q4 | $828K | Buy |
+32,765
| New | +$828K | 0.2% | 31 |
|