Concord Wealth Partners’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34K | Buy |
77
+14
| +22% | +$244 | ﹤0.01% | 747 |
|
|
2025
Q1 | $1.55K | Hold |
63
| – | – | ﹤0.01% | 698 |
|
|
2024
Q4 | $1.76K | Hold |
63
| – | – | ﹤0.01% | 722 |
|
|
2024
Q3 | $2.02K | Hold |
63
| – | – | ﹤0.01% | 744 |
|
|
2024
Q2 | $3.06K | Hold |
63
| – | – | ﹤0.01% | 630 |
|
|
2024
Q1 | $2.59K | Buy |
+63
| New | +$2.59K | ﹤0.01% | 725 |
|
|
2022
Q3 | – | Sell |
-66
| Closed | -$3K | – | 980 |
|
|
2022
Q2 | $3K | Sell |
66
-798
| -92% | -$36.3K | ﹤0.01% | 965 |
|
|
2022
Q1 | $44K | Sell |
864
-35
| -4% | -$1.78K | 0.01% | 464 |
|
|
2021
Q4 | $43K | Buy |
899
+775
| +625% | +$37.1K | 0.01% | 482 |
|
|
2021
Q3 | $5K | Buy |
124
+95
| +328% | +$3.83K | ﹤0.01% | 600 |
|
|
2021
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 915 |
|