SWM
SFG Wealth Management’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-102,878
| Closed | -$3.74M | – | 117 |
|
|
2025
Q1 | $3.74M | Sell |
102,878
-124,451
| -55% | -$4.52M | 1.82% | 11 |
|
|
2024
Q4 | $8.78M | Buy |
227,329
+4,050
| +2% | +$156K | 4.61% | 5 |
|
|
2024
Q3 | $8.12M | Buy |
223,279
+15,486
| +7% | +$563K | 4.31% | 5 |
|
|
2024
Q2 | $7.17M | Buy |
207,793
+29,704
| +17% | +$1.03M | 4.09% | 5 |
|
|
2024
Q1 | $6.02M | Buy |
178,089
+133,968
| +304% | +$4.53M | 3.58% | 7 |
|
|
2023
Q4 | $1.25M | Buy |
+44,121
| New | +$1.25M | 0.83% | 24 |
|