AssetMark Inc’s Simulations Plus SLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-257
| Closed | -$6.3K | – | 3114 |
|
|
2025
Q1 | $6.3K | Buy |
257
+26
| +11% | +$638 | ﹤0.01% | 1941 |
|
|
2024
Q4 | $6.44K | Buy |
231
+55
| +31% | +$1.53K | ﹤0.01% | 1875 |
|
|
2024
Q3 | $5.64K | Buy |
176
+79
| +81% | +$2.53K | ﹤0.01% | 1716 |
|
|
2024
Q2 | $4.72K | Sell |
97
-1
| -1% | -$49 | ﹤0.01% | 1610 |
|
|
2024
Q1 | $4.03K | Sell |
98
-3
| -3% | -$123 | ﹤0.01% | 1493 |
|
|
2023
Q4 | $4.52K | Sell |
101
-30
| -23% | -$1.34K | ﹤0.01% | 1462 |
|
|
2023
Q3 | $5.46K | Buy |
131
+9
| +7% | +$375 | ﹤0.01% | 1385 |
|
|
2023
Q2 | $5.29K | Sell |
122
-11
| -8% | -$477 | ﹤0.01% | 1350 |
|
|
2023
Q1 | $5.84K | Buy |
133
+5
| +4% | +$220 | ﹤0.01% | 1312 |
|
|
2022
Q4 | $4.68K | Buy |
128
+2
| +2% | +$73 | ﹤0.01% | 1363 |
|
|
2022
Q3 | $6K | Buy |
+126
| New | +$6K | ﹤0.01% | 1279 |
|