Adalta Capital Management’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,700
| Closed | -$146K | – | 97 |
|
|
2021
Q3 | $146K | Sell |
3,700
-970
| -21% | -$38.3K | 0.08% | 82 |
|
|
2021
Q2 | $256K | Hold |
4,670
| – | – | 0.14% | 70 |
|
|
2021
Q1 | $295K | Hold |
4,670
| – | – | 0.17% | 58 |
|
|
2020
Q4 | $336K | Buy |
4,670
+780
| +20% | +$56.1K | 0.21% | 51 |
|
|
2020
Q3 | $293K | Buy |
+3,890
| New | +$293K | 0.21% | 46 |
|