S.A. Mason’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $75.6K | Hold |
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|
2025
Q1 | $69.3K | Sell |
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|
2024
Q4 | $78K | Sell |
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|
2024
Q3 | $66.8K | Hold |
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|
2024
Q2 | $77.8K | Buy |
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|
2024
Q1 | $71.9K | Buy |
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|
2023
Q4 | $51.1K | Buy |
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|
2023
Q3 | $120K | Sell |
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|
2023
Q2 | $77K | Hold |
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|
2023
Q1 | $77K | Sell |
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|
2022
Q4 | $155K | Buy |
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|
2022
Q3 | $140K | Sell |
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|
2022
Q2 | $158K | Hold |
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|
2022
Q1 | $140K | Buy |
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|
2021
Q4 | $105K | Buy |
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|
2021
Q3 | $83K | Buy |
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