Annex Advisory Services’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,155
| Closed | -$237K | – | 304 |
|
|
2024
Q1 | $237K | Sell |
1,155
-340
| -23% | -$69.8K | 0.01% | 250 |
|
|
2023
Q4 | $296K | Sell |
1,495
-236
| -14% | -$46.7K | 0.01% | 218 |
|
|
2023
Q3 | $259K | Sell |
1,731
-335
| -16% | -$50.2K | 0.02% | 211 |
|
|
2023
Q2 | $286K | Hold |
2,066
| – | – | 0.02% | 195 |
|
|
2023
Q1 | $227K | Sell |
2,066
-981
| -32% | -$108K | 0.01% | 217 |
|
|
2022
Q4 | $270K | Sell |
3,047
-630
| -17% | -$55.9K | 0.02% | 201 |
|
|
2022
Q3 | $288K | Sell |
3,677
-583
| -14% | -$45.7K | 0.02% | 182 |
|
|
2022
Q2 | $429K | Sell |
4,260
-1,423
| -25% | -$143K | 0.03% | 156 |
|
|
2022
Q1 | $620K | Sell |
5,683
-349
| -6% | -$38.1K | 0.05% | 141 |
|
|
2021
Q4 | $839K | Sell |
6,032
-109
| -2% | -$15.2K | 0.06% | 129 |
|
|
2021
Q3 | $657K | Sell |
6,141
-285
| -4% | -$30.5K | 0.05% | 131 |
|
|
2021
Q2 | $707K | Sell |
6,426
-472
| -7% | -$51.9K | 0.06% | 132 |
|
|
2021
Q1 | $716K | Sell |
6,898
-1,377
| -17% | -$143K | 0.07% | 124 |
|
|
2020
Q4 | $773K | Buy |
+8,275
| New | +$773K | 0.08% | 117 |
|