Principal Securities’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.7K | Buy |
657
+457
| +229% | +$24.1K | ﹤0.01% | 2053 |
|
|
2025
Q1 | $10.5K | Hold |
200
| – | – | ﹤0.01% | 2500 |
|
|
2024
Q4 | $10.5K | Sell |
200
-103
| -34% | -$5.39K | ﹤0.01% | 2496 |
|
|
2024
Q3 | $12.5K | Hold |
303
| – | – | ﹤0.01% | 2333 |
|
|
2024
Q2 | $14.5K | Buy |
303
+103
| +52% | +$4.93K | ﹤0.01% | 2226 |
|
|
2024
Q1 | $8.96K | Hold |
200
| – | – | ﹤0.01% | 2382 |
|
|
2023
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2356 |
|