Rothschild Investment LLC’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78K | Hold |
231
| – | – | ﹤0.01% | 1265 |
|
|
2025
Q1 | $7.15K | Hold |
231
| – | – | ﹤0.01% | 1281 |
|
|
2024
Q4 | $7.71K | Hold |
231
| – | – | ﹤0.01% | 1211 |
|
|
2024
Q3 | $7.73K | Hold |
231
| – | – | ﹤0.01% | 1178 |
|
|
2024
Q2 | $7.47K | Hold |
231
| – | – | ﹤0.01% | 1151 |
|
|
2024
Q1 | $7.18K | Hold |
231
| – | – | ﹤0.01% | 1097 |
|
|
2023
Q4 | $6.64K | Buy |
+231
| New | +$6.64K | ﹤0.01% | 1044 |
|