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Stegent Equity Advisors’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Stegent Equity Advisors’s Portfolio PFIX Stock Details PFIX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,508
Closed -$701K – 71
2023
Q1 		$701K Sell
11,508
-9,451
-45% -$576K 0.7% 40
2022
Q4 		$1.5M Buy
+20,959
New +$1.5M 1.8% 26