AIA
Affinity Investment Advisors’s Simpson Manufacturing SSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,645
| Closed | -$267K | – | 196 |
|
|
2017
Q4 | $267K | Buy |
4,645
+65
| +1% | +$3.74K | 0.03% | 147 |
|
|
2017
Q3 | $225K | Hold |
4,580
| – | – | 0.03% | 166 |
|
|
2017
Q2 | $200K | Sell |
4,580
-3,450
| -43% | -$151K | 0.02% | 168 |
|
|
2017
Q1 | $346K | Buy |
8,030
+2,060
| +35% | +$88.8K | 0.03% | 138 |
|
|
2016
Q4 | $261K | Hold |
5,970
| – | – | 0.02% | 140 |
|
|
2016
Q3 | $262K | Sell |
5,970
-900
| -13% | -$39.5K | 0.02% | 137 |
|
|
2016
Q2 | $275K | Buy |
6,870
+900
| +15% | +$36K | 0.02% | 137 |
|
|
2016
Q1 | $228K | Buy |
+5,970
| New | +$228K | 0.02% | 144 |
|