EverSource Wealth Advisors’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5K | Buy |
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|
2025
Q1 | $14.8K | Buy |
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|
2024
Q4 | $15.2K | Sell |
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|
2024
Q3 | $15.4K | Sell |
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|
2024
Q2 | $59.9K | Buy |
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|
2024
Q1 | $19.1K | Sell |
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|
2023
Q4 | $41.4K | Sell |
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|
2023
Q3 | $54.9K | Sell |
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|
2023
Q2 | $59.3K | Buy |
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|
2023
Q1 | $63.3K | Sell |
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|
2022
Q4 | $61.1K | Buy |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $17K | Sell |
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|
2022
Q1 | $27K | Hold |
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|
2021
Q4 | $29K | Buy |
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