Congress Wealth Management’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,142
| Closed | -$357K | – | 923 |
|
|
2024
Q3 | $357K | Buy |
11,142
+4,712
| +73% | +$151K | ﹤0.01% | 699 |
|
|
2024
Q2 | $313K | Buy |
6,430
+264
| +4% | +$12.8K | 0.01% | 607 |
|
|
2024
Q1 | $254K | Buy |
6,166
+1,690
| +38% | +$69.5K | ﹤0.01% | 535 |
|
|
2023
Q4 | $200K | Sell |
4,476
-1,000
| -18% | -$44.8K | ﹤0.01% | 598 |
|
|
2023
Q3 | $228K | Hold |
5,476
| – | – | ﹤0.01% | 564 |
|
|
2023
Q2 | $237K | Hold |
5,476
| – | – | 0.01% | 512 |
|
|
2023
Q1 | $241K | Buy |
+5,476
| New | +$241K | 0.01% | 513 |
|
|
2022
Q4 | – | Sell |
-5,180
| Closed | -$251K | – | 579 |
|
|
2022
Q3 | $251K | Hold |
5,180
| – | – | 0.01% | 494 |
|
|
2022
Q2 | $256K | Buy |
5,180
+592
| +13% | +$29.3K | 0.01% | 500 |
|
|
2022
Q1 | $234K | Buy |
+4,588
| New | +$234K | 0.01% | 559 |
|