Buckingham Strategic Wealth’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $221K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $204K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $222K | Buy |
|
|||||
|
2022
Q2 | $224K | Hold |
|
|||||
|
2022
Q1 | $232K | Hold |
|
|||||
|
2021
Q4 | $215K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $250K | Hold |
|
|||||
|
2021
Q1 | $288K | Hold |
|
|||||
|
2020
Q4 | $327K | Sell |
|
|||||
|
2020
Q3 | $350K | Buy |
|
|||||
|
2020
Q2 | $272K | Buy |
|