Advisors Asset Management’s Simulations Plus SLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-344
| Closed | -$17K | – | 1509 |
|
|
2022
Q2 | $17K | Sell |
344
-550
| -62% | -$27.2K | ﹤0.01% | 1461 |
|
|
2022
Q1 | $46K | Sell |
894
-327
| -27% | -$16.8K | ﹤0.01% | 1419 |
|
|
2021
Q4 | $58K | Sell |
1,221
-28
| -2% | -$1.33K | ﹤0.01% | 1427 |
|
|
2021
Q3 | $49K | Buy |
1,249
+58
| +5% | +$2.28K | ﹤0.01% | 1377 |
|
|
2021
Q2 | $65K | Buy |
1,191
+480
| +68% | +$26.2K | ﹤0.01% | 1339 |
|
|
2021
Q1 | $45K | Buy |
711
+526
| +284% | +$33.3K | ﹤0.01% | 1415 |
|
|
2020
Q4 | $13K | Buy |
+185
| New | +$13K | ﹤0.01% | 1494 |
|