Financial Advocates Investment Management’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 | – | Sell |
-2,450
| Closed | -$385K | – | 738 |
|
|
2025
Q1 | $385K | Buy |
2,450
+31
| +1% | +$4.87K | 0.03% | 490 |
|
|
2024
Q4 | $401K | Buy |
+2,419
| New | +$401K | 0.02% | 523 |
|
|
2024
Q2 | – | Sell |
-1,601
| Closed | -$329K | – | 783 |
|
|
2024
Q1 | $329K | Hold |
1,601
| – | – | 0.02% | 557 |
|
|
2023
Q4 | $317K | Buy |
1,601
+142
| +10% | +$28.1K | 0.02% | 540 |
|
|
2023
Q3 | $219K | Buy |
1,459
+1
| +0.1% | +$150 | 0.02% | 626 |
|
|
2023
Q2 | $202K | Buy |
+1,458
| New | +$202K | 0.01% | 646 |
|