UBS Group’s Simplify Propel Opportunities ETF SURI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $46.2K | Buy |
+2,978
| New | +$46.2K | ﹤0.01% | 6549 |
|
2024
Q4 | – | Sell |
-16
| Closed | -$383 | – | 9016 |
|
2024
Q3 | $383 | Hold |
16
| – | – | ﹤0.01% | 7746 |
|
2024
Q2 | $353 | Hold |
16
| – | – | ﹤0.01% | 7796 |
|
2024
Q1 | $408 | Sell |
16
-18
| -53% | -$459 | ﹤0.01% | 7410 |
|
2023
Q4 | $703 | Sell |
34
-696
| -95% | -$14.4K | ﹤0.01% | 7329 |
|
2023
Q3 | $14.7K | Buy |
+730
| New | +$14.7K | ﹤0.01% | 5812 |
|