WealthPlan Investment Management’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,965
| Closed | -$499K | – | 326 |
|
|
2023
Q2 | $499K | Sell |
19,965
-12,488
| -38% | -$312K | 0.15% | 93 |
|
|
2023
Q1 | $740K | Sell |
32,453
-63,659
| -66% | -$1.45M | 0.13% | 101 |
|
|
2022
Q4 | $2.14M | Sell |
96,112
-2,301
| -2% | -$51.3K | 0.15% | 116 |
|
|
2022
Q3 | $2.03M | Buy |
+98,413
| New | +$2.03M | 0.15% | 111 |
|
|
2022
Q1 | $1.2M | Buy |
+50,296
| New | +$1.2M | 0.08% | 158 |
|