DWM
Diversify Wealth Management’s Simply Good Foods SMPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Buy |
21,224
+4,656
| +28% | +$135K | 0.04% | 338 |
|
|
2025
Q1 | $593K | Buy |
16,568
+3,912
| +31% | +$140K | 0.04% | 322 |
|
|
2024
Q4 | $435K | Buy |
12,656
+3,911
| +45% | +$134K | 0.03% | 371 |
|
|
2024
Q3 | $282K | Buy |
8,745
+1,196
| +16% | +$38.6K | 0.03% | 410 |
|
|
2024
Q2 | $243K | Buy |
+7,549
| New | +$243K | 0.03% | 388 |
|