TWM
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TMD Wealth Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

TMD Wealth Management’s Portfolio PFIX Stock Details PFIX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-90,303
Closed -$5.5M – 55
2023
Q1 		$5.5M Buy
90,303
+56,559
+168% +$3.45M 1.55% 16
2022
Q4 		$2.42M Buy
+33,744
New +$2.42M 1.08% 14