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Carroll Financial Associates’s Simply Good Foods SMPL Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-56
Closed -$1K – 1907
2021
Q3 		$1K Buy
+56
New +$2.01K ﹤0.01% 1707

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Carroll Financial Associates's SMPL Position: Q4 2021 in Review

Carroll Financial Associates sold out of Simply Good Foods (SMPL) in Q4 2021, closing a stake of 56 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in SMPL in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 230 funds tracked by Wall St. Rank hold SMPL as of Q4 2021.

  • Carroll Financial Associates reported no remaining Simply Good Foods position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 56 Simply Good Foods shares in Q4 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in Simply Good Foods in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Simply Good Foods position peaked at $1K in Q3 2021.
  • 230 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.