SW
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Simplicity Wealth’s ENI E Stock Holding History

Simplicity Wealth’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17,209
Closed -$530K – 689
2024
Q2 		$530K Buy
17,209
+1,873
+12% +$57.7K 0.01% 736
2024
Q1 		$486K Buy
+15,336
New +$486K 0.01% 748