Clearstead Advisors’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
$15.3K Buy
+485
New +$15.3K ﹤0.01% 1730
2024
Q3
Sell
-107
Closed -$3.87K 2105
2024
Q2
$3.87K Buy
+107
New +$3.87K ﹤0.01% 1726