Edgestream Partners’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06M | Buy |
+255,174
| New | +$8.06M | 0.22% | 145 |
|
|
2024
Q4 | – | Sell |
-68,109
| Closed | -$2.37M | – | 1066 |
|
|
2024
Q3 | $2.37M | Buy |
+68,109
| New | +$2.37M | 0.1% | 350 |
|
|
2024
Q2 | – | Sell |
-18,324
| Closed | -$624K | – | 1021 |
|
|
2024
Q1 | $624K | Buy |
+18,324
| New | +$624K | 0.03% | 604 |
|
|
2023
Q4 | – | Sell |
-15,647
| Closed | -$540K | – | 1050 |
|
|
2023
Q3 | $540K | Buy |
+15,647
| New | +$540K | 0.04% | 580 |
|