Regal Investment Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23,834
| Closed | -$508K | – | 573 |
|
|
2024
Q2 | $508K | Sell |
23,834
-5,442
| -19% | -$116K | 0.03% | 355 |
|
|
2024
Q1 | $640K | Sell |
29,276
-5,246
| -15% | -$115K | 0.04% | 313 |
|
|
2023
Q4 | $799K | Buy |
34,522
+20,652
| +149% | +$478K | 0.06% | 251 |
|
|
2023
Q3 | $303K | Hold |
13,870
| – | – | 0.03% | 387 |
|
|
2023
Q2 | $315K | Buy |
+13,870
| New | +$315K | 0.03% | 387 |
|