Atria Wealth Solutions’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,825
| Closed | -$468K | – | 2036 |
|
|
2023
Q4 | $468K | Sell |
11,825
-600
| -5% | -$23.8K | 0.01% | 1238 |
|
|
2023
Q3 | $429K | Sell |
12,425
-300
| -2% | -$10.4K | 0.01% | 1200 |
|
|
2023
Q2 | $466K | Hold |
12,725
| – | – | 0.01% | 1187 |
|
|
2023
Q1 | $506K | Hold |
12,725
| – | – | 0.01% | 1127 |
|
|
2022
Q4 | $484K | Sell |
12,725
-150
| -1% | -$5.71K | 0.01% | 1092 |
|
|
2022
Q3 | $412K | Buy |
+12,875
| New | +$412K | 0.01% | 1131 |
|
|
2022
Q2 | – | Sell |
-6,850
| Closed | -$260K | – | 1836 |
|
|
2022
Q1 | $260K | Buy |
+6,850
| New | +$260K | ﹤0.01% | 1398 |
|