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	+4,548	New	+$215K	﹤0.01%	679
2024 Q1	–	Sell	-4,548	Closed	-$204K	–	791
2023 Q4	$204K	Buy	+4,548	New	+$180K	﹤0.01%	674
2022 Q4	–	Sell	-4,564	Closed	-$222K	–	658
2022 Q3	$222K	Buy	4,564 +16	+0.4%	+$934	﹤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	–	614
2021 Q2	$250K	Hold	4,548	–	–	0.01%	503
2021 Q1	$288K	Hold	4,548	–	–	0.01%	445
2020 Q4	$327K	Sell	4,548 -100	-2%	-$6.63K	0.02%	403
2020 Q3	$350K	Buy	4,648 +98	+2%	+$6.29K	0.03%	333
2020 Q2	$272K	Buy	+4,550	New	+$200K	0.03%	330