CWM
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Castle Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Castle Wealth Management’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-389
Closed -$30K – 565
2022
Q3 		$30K Hold
389
– – 0.02% 279
2022
Q2 		$39K Buy
+389
New +$40.4K 0.02% 244

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Castle Wealth Management's SSD Position: Q4 2022 in Review

Castle Wealth Management sold out of Simpson Manufacturing (SSD) in Q4 2022, closing a stake of 389 shares — an estimated $30K sold.

Castle Wealth Management first reported a position in SSD in Q2 2022 and held it in 2 quarters. The position peaked at $39K in Q2 2022. 304 funds tracked by Wall St. Rank hold SSD as of Q4 2022.

  • Castle Wealth Management reported no remaining Simpson Manufacturing position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 389 Simpson Manufacturing shares in Q4 2022, an estimated $30K.
  • Castle Wealth Management first reported a position in Simpson Manufacturing in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Simpson Manufacturing position peaked at $39K in Q2 2022.
  • 304 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.