Advisory Research’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,894
| Closed | -$540K | – | 402 |
|
|
2022
Q3 | $540K | Sell |
16,894
-44,134
| -72% | -$1.41M | 0.05% | 230 |
|
|
2022
Q2 | $2.31M | Buy |
61,028
+12,744
| +26% | +$481K | 0.23% | 75 |
|
|
2022
Q1 | $1.83M | Buy |
48,284
+16,004
| +50% | +$607K | 0.15% | 109 |
|
|
2021
Q4 | $1.34M | Buy |
+32,280
| New | +$1.34M | 0.11% | 169 |
|