Buckingham Strategic Wealth’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $221K | Buy |
+4,548
| New | +$221K | ﹤0.01% | 679 |
|
|
2024
Q1 | – | Sell |
-4,548
| Closed | -$204K | – | 783 |
|
|
2023
Q4 | $204K | Buy |
+4,548
| New | +$204K | ﹤0.01% | 674 |
|
|
2022
Q4 | – | Sell |
-4,564
| Closed | -$222K | – | 652 |
|
|
2022
Q3 | $222K | Buy |
4,564
+16
| +0.4% | +$778 | ﹤0.01% | 529 |
|
|
2022
Q2 | $224K | Hold |
4,548
| – | – | ﹤0.01% | 534 |
|
|
2022
Q1 | $232K | Hold |
4,548
| – | – | ﹤0.01% | 533 |
|
|
2021
Q4 | $215K | Buy |
+4,548
| New | +$215K | ﹤0.01% | 550 |
|
|
2021
Q3 | – | Sell |
-4,548
| Closed | -$250K | – | 612 |
|
|
2021
Q2 | $250K | Hold |
4,548
| – | – | 0.01% | 502 |
|
|
2021
Q1 | $288K | Hold |
4,548
| – | – | 0.01% | 445 |
|
|
2020
Q4 | $327K | Sell |
4,548
-100
| -2% | -$7.19K | 0.02% | 403 |
|
|
2020
Q3 | $350K | Buy |
4,648
+98
| +2% | +$7.38K | 0.03% | 333 |
|
|
2020
Q2 | $272K | Buy |
+4,550
| New | +$272K | 0.03% | 330 |
|