SWM
SFG Wealth Management’s Simplify High Yield ETF CDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-83,007
| Closed | -$1.9M | – | 88 |
|
|
2025
Q1 | $1.9M | Buy |
83,007
+50,722
| +157% | +$1.16M | 0.93% | 21 |
|
|
2024
Q4 | $704K | Buy |
+32,285
| New | +$704K | 0.37% | 45 |
|
|
2024
Q3 | – | Sell |
-22,976
| Closed | -$528K | – | 93 |
|
|
2024
Q2 | $528K | Buy |
+22,976
| New | +$528K | 0.3% | 49 |
|