Atria Wealth Solutions’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,654
| Closed | -$518K | – | 2015 |
|
|
2024
Q2 | $518K | Sell |
10,654
-2,252
| -17% | -$109K | 0.01% | 1209 |
|
|
2024
Q1 | $531K | Sell |
12,906
-792
| -6% | -$32.6K | 0.01% | 1227 |
|
|
2023
Q4 | $613K | Sell |
13,698
-665
| -5% | -$29.8K | 0.01% | 1098 |
|
|
2023
Q3 | $599K | Sell |
14,363
-2,557
| -15% | -$107K | 0.01% | 1044 |
|
|
2023
Q2 | $733K | Hold |
16,920
| – | – | 0.01% | 983 |
|
|
2023
Q1 | $743K | Buy |
16,920
+1,274
| +8% | +$56K | 0.01% | 936 |
|
|
2022
Q4 | $572K | Hold |
15,646
| – | – | 0.01% | 1000 |
|
|
2022
Q3 | $759K | Buy |
+15,646
| New | +$759K | 0.01% | 827 |
|