Avantax 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
1,571
+65
| +4% | +$10.1K | ﹤0.01% | 2068 |
|
|
2025
Q1 | $237K | Sell |
1,506
-235
| -13% | -$36.9K | ﹤0.01% | 2000 |
|
|
2024
Q4 | $289K | Buy |
1,741
+520
| +43% | +$86.3K | ﹤0.01% | 1803 |
|
|
2024
Q3 | $233K | Buy |
+1,221
| New | +$233K | ﹤0.01% | 1922 |
|
|
2021
Q2 | – | Sell |
-3,272
| Closed | -$338K | – | 1160 |
|
|
2021
Q1 | $338K | Buy |
3,272
+122
| +4% | +$12.6K | 0.01% | 761 |
|
|
2020
Q4 | $294K | Sell |
3,150
-477
| -13% | -$44.5K | 0.01% | 731 |
|
|
2020
Q3 | $354K | Buy |
3,627
+477
| +15% | +$46.6K | 0.01% | 948 |
|
|
2020
Q2 | $267K | Buy |
+3,150
| New | +$267K | 0.01% | 688 |
|