UBS Group’s Simplify Opportunistic Income ETF CRDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Buy |
+6,846
| New | +$164K | ﹤0.01% | 5607 |
|
|
2025
Q1 | – | Sell |
-2,529
| Closed | -$63.5K | – | 8928 |
|
|
2024
Q4 | $63.5K | Buy |
+2,529
| New | +$63.5K | ﹤0.01% | 5933 |
|
|
2024
Q1 | – | Sell |
-139
| Closed | -$3.57K | – | 8178 |
|
|
2023
Q4 | $3.57K | Sell |
139
-1,477
| -91% | -$37.9K | ﹤0.01% | 6741 |
|
|
2023
Q3 | $41.1K | Buy |
+1,616
| New | +$41.1K | ﹤0.01% | 5292 |
|