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Company Main View
Name:
SimpliFi Inc.
City:
SAN DIEGO
State:
CA
Zip:
92131
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$218,651,000
Total Value Change :
$15,662,000
Securities Held Change :
5
All Securities Held :
38
New Positions
:
7
Closed Positions
:
2
Increased Positions
:
16
Unchanged Positions
:
1
Decreased Positions
:
14
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
ITE
Spdr Brcly Cap Intrmd Trm
40
Closed
$27.82
$0
0
0%
-6,912,000
-251,076
0
Closed - End Fund - E...
NDIV
Amplify Natural Resources D...
39
Closed
$0.00
$0
0
0%
-2,094,000
-78,671
0
N/A
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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