Proficio Capital Partners’s Simplify MBS ETF MTBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
264,512
+2,630
| +1% | +$132K | 0.82% | 27 |
|
|
2025
Q1 | $13.1M | Buy |
261,882
+97,902
| +60% | +$4.91M | 1.02% | 22 |
|
|
2024
Q4 | $8.15M | Sell |
163,980
-129,670
| -44% | -$6.44M | 0.66% | 30 |
|
|
2024
Q3 | $15.1M | Buy |
293,650
+279,270
| +1,942% | +$14.4M | 1.5% | 16 |
|
|
2024
Q2 | $724K | Buy |
14,380
+6,440
| +81% | +$324K | 0.08% | 134 |
|
|
2024
Q1 | $404K | Buy |
+7,940
| New | +$404K | 0.04% | 193 |
|