Pineridge 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $305 | Buy |
+8
| New | +$305 | ﹤0.01% | 518 |
|
2025
Q1 | – | Sell |
-126
| Closed | -$4.19K | – | 657 |
|
2024
Q4 | $4.19K | Sell |
126
-59
| -32% | -$1.96K | ﹤0.01% | 407 |
|
2024
Q3 | $6.19K | Sell |
185
-19
| -9% | -$635 | ﹤0.01% | 320 |
|
2024
Q2 | $6.61K | Sell |
204
-15
| -7% | -$486 | ﹤0.01% | 337 |
|
2024
Q1 | $6.81K | Sell |
219
-14
| -6% | -$435 | ﹤0.01% | 333 |
|
2023
Q4 | $6.7K | Buy |
+233
| New | +$6.7K | ﹤0.01% | 444 |
|