Total Clarity Wealth Management’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
41,529
+9,661
| +30% | +$400K | 0.49% | 53 |
|
|
2025
Q1 | $1.23M | Sell |
31,868
-57
| -0.2% | -$2.2K | 0.4% | 70 |
|
|
2024
Q4 | $1.23M | Sell |
31,925
-48,015
| -60% | -$1.85M | 0.4% | 70 |
|
|
2024
Q3 | $2.91M | Buy |
79,940
+5,515
| +7% | +$200K | 0.94% | 27 |
|
|
2024
Q2 | $2.57M | Buy |
74,425
+24,304
| +48% | +$839K | 0.89% | 33 |
|
|
2024
Q1 | $1.7M | Buy |
+50,121
| New | +$1.7M | 0.59% | 44 |
|