B. Riley Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,436
| Closed | -$275K | – | 1274 |
|
|
2024
Q3 | $275K | Sell |
1,436
-585
| -29% | -$112K | 0.01% | 1000 |
|
|
2024
Q2 | $341K | Sell |
2,021
-1,322
| -40% | -$223K | 0.01% | 967 |
|
|
2024
Q1 | $501K | Buy |
3,343
+1,447
| +76% | +$217K | 0.01% | 790 |
|
|
2023
Q4 | $375K | Sell |
1,896
-1,447
| -43% | -$286K | 0.01% | 953 |
|
|
2023
Q3 | $501K | Buy |
3,343
+1,430
| +75% | +$214K | 0.01% | 790 |
|
|
2023
Q2 | $265K | Buy |
1,913
+31
| +2% | +$4.29K | 0.01% | 1193 |
|
|
2023
Q1 | $206K | Buy |
+1,882
| New | +$206K | 0.01% | 1280 |
|