Advisory Research’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,124
| Closed | -$618K | – | 299 |
|
|
2023
Q4 | $618K | Sell |
3,124
-11,533
| -79% | -$2.28M | 0.1% | 213 |
|
|
2023
Q3 | $2.2M | Buy |
14,657
+7,528
| +106% | +$1.13M | 0.3% | 89 |
|
|
2023
Q2 | $987K | Buy |
+7,129
| New | +$987K | 0.13% | 203 |
|
|
2021
Q1 | – | Sell |
-5,294
| Closed | -$495K | – | 391 |
|
|
2020
Q4 | $495K | Sell |
5,294
-1,110
| -17% | -$104K | 0.04% | 259 |
|
|
2020
Q3 | $622K | Buy |
+6,404
| New | +$622K | 0.06% | 225 |
|