Abound Wealth Management’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $222 | Hold |
7
| – | – | ﹤0.01% | 1004 |
|
2025
Q1 | $242 | Hold |
7
| – | – | ﹤0.01% | 926 |
|
2024
Q4 | $273 | Hold |
7
| – | – | ﹤0.01% | 922 |
|
2024
Q3 | $244 | Buy |
7
+1
| +17% | +$35 | ﹤0.01% | 1056 |
|
2024
Q2 | $217 | Sell |
6
-4
| -40% | -$145 | ﹤0.01% | 1092 |
|
2024
Q1 | $341 | Hold |
10
| – | – | ﹤0.01% | 1073 |
|
2023
Q4 | $396 | Hold |
10
| – | – | ﹤0.01% | 1027 |
|
2023
Q3 | $346 | Hold |
10
| – | – | ﹤0.01% | 952 |
|
2023
Q2 | $366 | Buy |
+10
| New | +$366 | ﹤0.01% | 968 |
|