Stratos Wealth Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
54,497
-86,296
| -61% | -$2.59M | 0.09% | 242 |
|
|
2025
Q1 | $4.02M | Sell |
140,793
-26,374
| -16% | -$754K | 0.22% | 105 |
|
|
2024
Q4 | $4.93M | Buy |
167,167
+9,849
| +6% | +$290K | 0.24% | 96 |
|
|
2024
Q3 | $4.54M | Buy |
157,318
+7,829
| +5% | +$226K | 0.21% | 104 |
|
|
2024
Q2 | $4.14M | Buy |
149,489
+5,710
| +4% | +$158K | 0.2% | 111 |
|
|
2024
Q1 | $3.81M | Buy |
143,779
+7,217
| +5% | +$191K | 0.23% | 110 |
|
|
2023
Q4 | $3.45M | Buy |
136,562
+997
| +0.7% | +$25.2K | 0.2% | 150 |
|
|
2023
Q3 | $3.3M | Buy |
135,565
+1,611
| +1% | +$39.3K | 0.22% | 135 |
|
|
2023
Q2 | $3.32M | Buy |
+133,954
| New | +$3.32M | 0.24% | 120 |
|