Copeland Capital Management’s Simulations Plus SLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-483
Closed -$17K 311
2019
Q3
$17K Sell
483
-454
-48% -$16K ﹤0.01% 178
2019
Q2
$27K Hold
937
﹤0.01% 161
2019
Q1
$20K Buy
937
+45
+5% +$961 ﹤0.01% 161
2018
Q4
$18K Buy
+892
New +$18K ﹤0.01% 162