RWPA
Richard W. Paul & Associates’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75K | Buy |
+46
| New | +$1.75K | ﹤0.01% | 302 |
|
|
2025
Q1 | – | Sell |
-24
| Closed | -$815 | – | 487 |
|
|
2024
Q4 | $815 | Hold |
24
| – | – | ﹤0.01% | 474 |
|
|
2024
Q3 | $815 | Hold |
24
| – | – | ﹤0.01% | 466 |
|
|
2024
Q2 | $785 | Hold |
24
| – | – | ﹤0.01% | 459 |
|
|
2024
Q1 | $753 | Hold |
24
| – | – | ﹤0.01% | 470 |
|
|
2023
Q4 | $693 | Buy |
+24
| New | +$693 | ﹤0.01% | 464 |
|