Dakota Wealth Management’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,634
| Closed | -$229K | – | 697 |
|
|
2023
Q3 | $229K | Buy |
6,634
+69
| +1% | +$2.38K | 0.01% | 555 |
|
|
2023
Q2 | $240K | Sell |
6,565
-168
| -2% | -$6.15K | 0.01% | 537 |
|
|
2023
Q1 | $268K | Buy |
6,733
+461
| +7% | +$18.3K | 0.02% | 488 |
|
|
2022
Q4 | $239K | Buy |
+6,272
| New | +$239K | 0.02% | 499 |
|
|
2022
Q3 | – | Sell |
-5,286
| Closed | -$200K | – | 601 |
|
|
2022
Q2 | $200K | Buy |
+5,286
| New | +$200K | 0.02% | 447 |
|