BWP
Balboa Wealth Partners’s Simpson Manufacturing SSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
2,491
-221
| -8% | -$34.3K | 0.08% | 198 |
|
|
2025
Q1 | $426K | Hold |
2,712
| – | – | 0.1% | 145 |
|
|
2024
Q4 | $450K | Hold |
2,712
| – | – | 0.1% | 153 |
|
|
2024
Q3 | $519K | Sell |
2,712
-396
| -13% | -$75.7K | 0.13% | 139 |
|
|
2024
Q2 | $524K | Hold |
3,108
| – | – | 0.14% | 131 |
|
|
2024
Q1 | $638K | Sell |
3,108
-14
| -0.4% | -$2.87K | 0.19% | 101 |
|
|
2023
Q4 | $618K | Sell |
3,122
-95
| -3% | -$18.8K | 0.21% | 95 |
|
|
2023
Q3 | $482K | Sell |
3,217
-5
| -0.2% | -$749 | 0.18% | 105 |
|
|
2023
Q2 | $446K | Sell |
3,222
-150
| -4% | -$20.8K | 0.16% | 122 |
|
|
2023
Q1 | $370K | Buy |
3,372
+142
| +4% | +$15.6K | 0.14% | 136 |
|
|
2022
Q4 | $286K | Buy |
3,230
+56
| +2% | +$4.97K | 0.13% | 162 |
|
|
2022
Q3 | $249K | Buy |
+3,174
| New | +$249K | 0.11% | 166 |
|