Professional Financial Advisors’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 | $871K | Buy |
16,486
+642
| +4% | +$33.9K | 0.2% | 66 |
|
|
2025
Q1 | $768K | Sell |
15,844
-543
| -3% | -$26.3K | 0.2% | 67 |
|
|
2024
Q4 | $858K | Buy |
16,387
+680
| +4% | +$35.6K | 0.22% | 64 |
|
|
2024
Q3 | $646K | Buy |
15,707
+767
| +5% | +$31.5K | 0.17% | 74 |
|
|
2024
Q2 | $715K | Sell |
14,940
-527
| -3% | -$25.2K | 0.2% | 68 |
|
|
2024
Q1 | $693K | Buy |
15,467
+8,838
| +133% | +$396K | 0.2% | 69 |
|
|
2023
Q4 | $265K | Buy |
6,629
+630
| +11% | +$25.2K | 0.09% | 79 |
|
|
2023
Q3 | $573K | Buy |
+5,999
| New | +$573K | 0.26% | 66 |
|