Steward Partners Investment Advisory’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.4K | Hold |
1,010
| – | – | ﹤0.01% | 2441 |
|
|
2025
Q1 | $48.9K | Sell |
1,010
-73
| -7% | -$3.54K | ﹤0.01% | 2391 |
|
|
2024
Q4 | $56.7K | Sell |
1,083
-183
| -14% | -$9.58K | ﹤0.01% | 2273 |
|
|
2024
Q3 | $52.1K | Sell |
1,266
-39
| -3% | -$1.6K | ﹤0.01% | 2218 |
|
|
2024
Q2 | $62.4K | Sell |
1,305
-16
| -1% | -$766 | ﹤0.01% | 1995 |
|
|
2024
Q1 | $59.2K | Buy |
1,321
+391
| +42% | +$17.5K | ﹤0.01% | 2022 |
|
|
2023
Q4 | $37.2K | Buy |
930
+889
| +2,168% | +$35.6K | ﹤0.01% | 2118 |
|
|
2023
Q3 | $3.92K | Sell |
41
-36
| -47% | -$3.44K | ﹤0.01% | 2906 |
|
|
2023
Q2 | $4.83K | Buy |
77
+62
| +413% | +$3.89K | ﹤0.01% | 2801 |
|
|
2023
Q1 | $914 | Hold |
15
| – | – | ﹤0.01% | 3124 |
|
|
2022
Q4 | $1.07K | Sell |
15
-13
| -46% | -$931 | ﹤0.01% | 3116 |
|
|
2022
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 3048 |
|
|
2022
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 3028 |
|
|
2022
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 3206 |
|
|
2021
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 3111 |
|
|
2021
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 3095 |
|