Carson Wealth (CWM LLC)’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Sell |
588
-257
| -30% | -$8.3K | ﹤0.01% | 3953 |
|
|
2025
Q1 | $29K | Sell |
845
-53
| -6% | -$1.82K | ﹤0.01% | 3420 |
|
|
2024
Q4 | $35K | Buy |
898
+241
| +37% | +$9.39K | ﹤0.01% | 3059 |
|
|
2024
Q3 | $23K | Sell |
657
-1
| -0.2% | -$35 | ﹤0.01% | 3276 |
|
|
2024
Q2 | $24K | Buy |
658
+114
| +21% | +$4.16K | ﹤0.01% | 3000 |
|
|
2024
Q1 | $19K | Buy |
544
+147
| +37% | +$5.13K | ﹤0.01% | 2949 |
|
|
2023
Q4 | $16K | Sell |
397
-135
| -25% | -$5.44K | ﹤0.01% | 2917 |
|
|
2023
Q3 | $18K | Sell |
532
-51
| -9% | -$1.73K | ﹤0.01% | 2760 |
|
|
2023
Q2 | $21K | Sell |
583
-4
| -0.7% | -$144 | ﹤0.01% | 2613 |
|
|
2023
Q1 | $23K | Buy |
587
+41
| +8% | +$1.61K | ﹤0.01% | 2410 |
|
|
2022
Q4 | $21K | Buy |
546
+36
| +7% | +$1.39K | ﹤0.01% | 2336 |
|
|
2022
Q3 | $16K | Buy |
510
+29
| +6% | +$910 | ﹤0.01% | 2392 |
|
|
2022
Q2 | $18K | Buy |
481
+101
| +27% | +$3.78K | ﹤0.01% | 2201 |
|
|
2022
Q1 | $14K | Buy |
+380
| New | +$14K | ﹤0.01% | 2304 |
|