WealthPLAN Partners’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 | $2.6M | Sell |
107,206
-53,443
| -33% | -$1.29M | 0.42% | 75 |
|
|
2025
Q1 | $3.52M | Buy |
160,649
+4,335
| +3% | +$95.1K | 0.5% | 67 |
|
|
2024
Q4 | $3.6M | Sell |
156,314
-11,213
| -7% | -$258K | 0.51% | 65 |
|
|
2024
Q3 | $3.93M | Sell |
167,527
-214,666
| -56% | -$5.03M | 0.53% | 65 |
|
|
2024
Q2 | $9.29M | Sell |
382,193
-2,357
| -0.6% | -$57.3K | 1% | 21 |
|
|
2024
Q1 | $9.38M | Buy |
+384,550
| New | +$9.38M | 0.97% | 20 |
|