CWP
Curated Wealth Partners’s Simpson Manufacturing SSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Hold |
4,953
| – | – | 0.09% | 71 |
|
|
2025
Q1 | $778K | Hold |
4,953
| – | – | 0.1% | 67 |
|
|
2024
Q4 | $821K | Hold |
4,953
| – | – | 0.09% | 62 |
|
|
2024
Q3 | $947K | Hold |
4,953
| – | – | 0.12% | 50 |
|
|
2024
Q2 | $835K | Buy |
+4,953
| New | +$835K | 0.12% | 53 |
|
|
2024
Q1 | – | Sell |
-6,495
| Closed | -$1.29M | – | 123 |
|
|
2023
Q4 | $1.29M | Sell |
6,495
-127
| -2% | -$25.1K | 0.21% | 31 |
|
|
2023
Q3 | $992K | Hold |
6,622
| – | – | 0.18% | 36 |
|
|
2023
Q2 | $917K | Hold |
6,622
| – | – | 0.18% | 41 |
|
|
2023
Q1 | $726K | Hold |
6,622
| – | – | 0.16% | 48 |
|
|
2022
Q4 | $587K | Buy |
6,622
+1,406
| +27% | +$125K | 0.14% | 56 |
|
|
2022
Q3 | $409K | Hold |
5,216
| – | – | 0.12% | 71 |
|
|
2022
Q2 | $525K | Sell |
5,216
-327
| -6% | -$32.9K | 0.15% | 60 |
|
|
2022
Q1 | $771K | Hold |
5,543
| – | – | 0.26% | 44 |
|
|
2021
Q4 | $771K | Hold |
5,543
| – | – | 0.25% | 46 |
|
|
2021
Q3 | $593K | Hold |
5,543
| – | – | 0.33% | 61 |
|
|
2021
Q2 | $612K | Buy |
5,543
+100
| +2% | +$11K | 0.33% | 58 |
|
|
2021
Q1 | $565K | Buy |
5,443
+1,504
| +38% | +$156K | 0.35% | 55 |
|
|
2020
Q4 | $368K | Buy |
+3,939
| New | +$368K | 0.24% | 85 |
|