Tradition Wealth Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-248,174
| Closed | -$7.78M | – | 1149 |
|
|
2022
Q1 | $7.78M | Buy |
248,174
+23,032
| +10% | +$722K | 0.99% | 30 |
|
|
2021
Q4 | $7.49M | Buy |
225,142
+16,834
| +8% | +$560K | 0.94% | 33 |
|
|
2021
Q3 | $6.34M | Buy |
208,308
+11,698
| +6% | +$356K | 0.9% | 29 |
|
|
2021
Q2 | $5.96M | Buy |
196,610
+9,097
| +5% | +$276K | 0.89% | 30 |
|
|
2021
Q1 | $5.3M | Buy |
+187,513
| New | +$5.3M | 0.92% | 30 |
|