BAM
Barrett Asset Management’s Simulations Plus SLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-100
| Closed | -$5K | – | 395 |
|
|
2021
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 558 |
|
|
2021
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 458 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 430 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 400 |
|
|
2020
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 362 |
|
|
2020
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 342 |
|
|
2020
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 358 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 333 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 359 |
|
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 340 |
|
|
2019
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 346 |
|