WealthPLAN Partners’s Simplify Hedged Equity ETF HEQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.57M | Sell |
318,558
-216,291
| -40% | -$6.5M | 1.54% | 13 |
|
|
2025
Q1 | $15.3M | Buy |
534,849
+436
| +0.1% | +$12.5K | 2.15% | 7 |
|
|
2024
Q4 | $15.8M | Sell |
534,413
-29,920
| -5% | -$882K | 2.23% | 7 |
|
|
2024
Q3 | $16.3M | Buy |
564,333
+18,748
| +3% | +$541K | 2.19% | 7 |
|
|
2024
Q2 | $15.1M | Buy |
545,585
+3,652
| +0.7% | +$101K | 1.62% | 12 |
|
|
2024
Q1 | $14.4M | Sell |
541,933
-5,365
| -1% | -$142K | 1.49% | 13 |
|
|
2023
Q4 | $13.8M | Sell |
547,298
-2,108
| -0.4% | -$53.2K | 1.42% | 12 |
|
|
2023
Q3 | $13.4M | Buy |
549,406
+151,536
| +38% | +$3.69M | 1.56% | 9 |
|
|
2023
Q2 | $9.87M | Sell |
397,870
-174,757
| -31% | -$4.34M | 1.4% | 13 |
|
|
2023
Q1 | $13.5M | Sell |
572,627
-389,911
| -41% | -$9.21M | 1.54% | 9 |
|
|
2022
Q4 | $22.8M | Buy |
+962,538
| New | +$22.8M | 1.6% | 10 |
|