Diversified Trust’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Buy |
5,563
+1,290
| +30% | +$200K | 0.02% | 424 |
|
|
2025
Q1 | $671K | Buy |
4,273
+710
| +20% | +$112K | 0.02% | 475 |
|
|
2024
Q4 | $591K | Buy |
+3,563
| New | +$591K | 0.01% | 546 |
|
|
2022
Q4 | – | Sell |
-3,866
| Closed | -$303K | – | 853 |
|
|
2022
Q3 | $303K | Sell |
3,866
-1,137
| -23% | -$89.1K | 0.01% | 539 |
|
|
2022
Q2 | $503K | Buy |
+5,003
| New | +$503K | 0.02% | 384 |
|
|
2021
Q4 | – | Sell |
-1,929
| Closed | -$206K | – | 905 |
|
|
2021
Q3 | $206K | Buy |
+1,929
| New | +$206K | 0.01% | 717 |
|