WealthPlan Investment Management’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

WealthPlan Investment Management’s Portfolio SPBC Stock Details SPBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$499K	Sell
2023 Q1	$740K	Sell
2022 Q4	$2.14M	Sell
2022 Q3	$2.03M	Buy
2022 Q1	$1.2M	Buy