WealthPlan Investment Management’s Simplify Enhanced Income ETF HIGH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
556,049
+69,807
| +14% | +$1.69M | 0.98% | 24 |
|
|
2025
Q1 | $10.7M | Sell |
486,242
-11,849
| -2% | -$260K | 1.05% | 25 |
|
|
2024
Q4 | $11.5M | Sell |
498,091
-44,145
| -8% | -$1.02M | 1.13% | 22 |
|
|
2024
Q3 | $12.7M | Sell |
542,236
-162,776
| -23% | -$3.82M | 1.29% | 17 |
|
|
2024
Q2 | $17.1M | Buy |
705,012
+46,112
| +7% | +$1.12M | 2.59% | 2 |
|
|
2024
Q1 | $16.1M | Buy |
+658,900
| New | +$16.1M | 2.45% | 2 |
|