Disciplined Investments’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
Q3 | – | Sell |
-17
| Closed | -$622 | – | 1323 |
|
|
2023
Q2 | $622 | Sell |
17
-1
| -6% | -$37 | ﹤0.01% | 1153 |
|
|
2023
Q1 | $716 | Hold |
18
| – | – | ﹤0.01% | 1105 |
|
|
2022
Q4 | $685 | Buy |
18
+7
| +64% | +$266 | ﹤0.01% | 1051 |
|
|
2022
Q3 | $0 | Sell |
11
-6
| -35% | – | ﹤0.01% | 1588 |
|
|
2022
Q2 | $1K | Buy |
17
+2
| +13% | +$118 | ﹤0.01% | 1105 |
|
|
2022
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1171 |
|