SW
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Simplicity Wealth’s Factset FDS Stock Holding History

Simplicity Wealth’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-693
Closed -$283K – 733
2024
Q2 		$283K Sell
693
-96
-12% -$39.2K 0.01% 972
2024
Q1 		$359K Buy
+789
New +$359K 0.01% 855