Capital Analysts LLC’s SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,895
| Closed | -$63K | – | 1357 |
|
|
2024
Q2 | $63K | Buy |
1,895
+32
| +2% | +$1.06K | ﹤0.01% | 660 |
|
|
2024
Q1 | $65K | Buy |
1,863
+1
| +0.1% | +$35 | ﹤0.01% | 608 |
|
|
2023
Q4 | $64K | Hold |
1,862
| – | – | ﹤0.01% | 606 |
|
|
2023
Q3 | $59K | Sell |
1,862
-159
| -8% | -$5.04K | ﹤0.01% | 579 |
|
|
2023
Q2 | $73K | Buy |
2,021
+33
| +2% | +$1.19K | ﹤0.01% | 520 |
|
|
2023
Q1 | $69K | Buy |
1,988
+1,028
| +107% | +$35.7K | ﹤0.01% | 529 |
|
|
2022
Q4 | $31K | Buy |
960
+666
| +227% | +$21.5K | ﹤0.01% | 694 |
|
|
2022
Q3 | $9K | Buy |
294
+1
| +0.3% | +$31 | ﹤0.01% | 826 |
|
|
2022
Q2 | $9K | Buy |
293
+1
| +0.3% | +$31 | ﹤0.01% | 812 |
|
|
2022
Q1 | $12K | Buy |
292
+1
| +0.3% | +$41 | ﹤0.01% | 730 |
|
|
2021
Q4 | $13K | Buy |
291
+41
| +16% | +$1.83K | ﹤0.01% | 779 |
|
|
2021
Q3 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 788 |
|