WealthSource Partners’s Simplify Tail Risk Strategy ETF CYA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $33.9K | Sell |
8,350
-1,498
| -15% | -$6.09K | ﹤0.01% | 493 |
|
|
2023
Q3 | $1.04M | Buy |
9,848
+6,397
| +185% | +$678K | 0.07% | 189 |
|
|
2023
Q2 | $403K | Sell |
3,451
-89
| -3% | -$10.4K | 0.03% | 356 |
|
|
2023
Q1 | $659K | Sell |
3,540
-43
| -1% | -$8K | 0.04% | 251 |
|
|
2022
Q4 | $838K | Sell |
3,583
-675
| -16% | -$158K | 0.06% | 221 |
|
|
2022
Q3 | $1.96M | Buy |
4,258
+3,218
| +309% | +$1.48M | 0.15% | 119 |
|
|
2022
Q2 | $416K | Buy |
+1,040
| New | +$416K | 0.03% | 336 |
|