BAM
Bruderman Asset Management’s Simpson Manufacturing SSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,737
| Closed | -$126K | – | 685 |
|
|
2018
Q3 | $126K | Sell |
1,737
-124
| -7% | -$9K | 0.03% | 134 |
|
|
2018
Q2 | $116K | Buy |
1,861
+519
| +39% | +$32.4K | 0.03% | 153 |
|
|
2018
Q1 | $77K | Buy |
+1,342
| New | +$77K | 0.02% | 178 |
|
|
2017
Q3 | – | Sell |
-2,222
| Closed | -$97K | – | 287 |
|
|
2017
Q2 | $97K | Buy |
+2,222
| New | +$97K | 0.03% | 160 |
|
|
2017
Q1 | – | Sell |
-780
| Closed | -$34K | – | 283 |
|
|
2016
Q4 | $34K | Buy |
+780
| New | +$34K | 0.01% | 243 |
|