Stegent Equity Advisors’s Simplify Enhanced Income ETF HIGH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.32M | Sell |
95,733
-3,344
| -3% | -$81K | 2.05% | 15 |
|
2025
Q1 | $2.17M | Sell |
99,077
-4,403
| -4% | -$96.6K | 2.2% | 11 |
|
2024
Q4 | $2.38M | Sell |
103,480
-13,423
| -11% | -$309K | 2.42% | 10 |
|
2024
Q3 | $2.74M | Sell |
116,903
-44,718
| -28% | -$1.05M | 3.03% | 9 |
|
2024
Q2 | $3.93M | Buy |
161,621
+149,832
| +1,271% | +$3.64M | 4.09% | 4 |
|
2024
Q1 | $288K | Buy |
+11,789
| New | +$288K | 0.29% | 75 |
|