Tradition Wealth Management’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $190K | Sell |
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|
2023
Q3 | $525K | Sell |
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|
2023
Q2 | $5.35M | Sell |
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|
2023
Q1 | $5.89M | Buy |
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|
2022
Q4 | $5.49M | Sell |
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|
2022
Q3 | $7.43M | Sell |
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|
2022
Q2 | $10.1M | Buy |
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|
2022
Q1 | $3.32M | Buy |
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|
2021
Q4 | $3.32M | Buy |
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|
2021
Q3 | $2.63M | Buy |
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|
2021
Q2 | $2.47M | Buy |
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|
2021
Q1 | $2.13M | Buy |
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