Avidian Wealth Enterprises’s Simply Good Foods SMPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-16,926
Closed -$491K 235
2019
Q3
$491K Sell
16,926
-8,487
-33% -$246K 0.08% 100
2019
Q2
$612K Sell
25,413
-659
-3% -$15.9K 0.14% 57
2019
Q1
$537K Buy
+26,072
New +$537K 0.12% 59