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Carolinas Wealth Consulting’s Simply Good Foods SMPL Stock Holding History

Carolinas Wealth Consulting’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-72
Closed -$2K – 1019
2020
Q3 		$2K Buy
+72
New +$1.67K ﹤0.01% 743

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Carolinas Wealth Consulting's SMPL Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Simply Good Foods (SMPL) in Q4 2020, closing a stake of 72 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in SMPL in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 185 funds tracked by Wall St. Rank hold SMPL as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Simply Good Foods position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 72 Simply Good Foods shares in Q4 2020, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in Simply Good Foods in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Simply Good Foods position peaked at $2K in Q3 2020.
  • 185 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.