SVWAG
Sound View Wealth Advisors Group’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,851
| Closed | -$272K | – | 390 |
|
|
2023
Q3 | $272K | Sell |
2,851
-500
| -15% | -$47.8K | 0.03% | 303 |
|
|
2023
Q2 | $210K | Sell |
3,351
-2,969
| -47% | -$186K | 0.03% | 345 |
|
|
2023
Q1 | $385K | Buy |
+6,320
| New | +$385K | 0.05% | 254 |
|
|
2022
Q4 | – | Sell |
-6,902
| Closed | -$471K | – | 393 |
|
|
2022
Q3 | $471K | Buy |
6,902
+2,602
| +61% | +$178K | 0.11% | 167 |
|
|
2022
Q2 | $243K | Buy |
+4,300
| New | +$243K | 0.05% | 248 |
|