Simplicity Solutions’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-42,483
Closed -$1.77M 929
2019
Q4
$1.77M Sell
42,483
-176
-0.4% -$7.34K 0.05% 264
2019
Q3
$1.76M Sell
42,659
-1,384
-3% -$57K 0.07% 202
2019
Q2
$1.82M Buy
44,043
+32,431
+279% +$1.34M 0.08% 169
2019
Q1
$465K Sell
11,612
-1,455
-11% -$58.3K 0.03% 419
2018
Q4
$513K Buy
+13,067
New +$513K 0.07% 304