Financial Architects (New Jersey)’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-500
| Closed | -$42K | – | 701 |
|
|
2020
Q2 | $42K | Hold |
500
| – | – | 0.01% | 449 |
|
|
2020
Q1 | $31K | Hold |
500
| – | – | 0.01% | 444 |
|
|
2019
Q4 | $40K | Hold |
500
| – | – | 0.01% | 463 |
|
|
2019
Q3 | $35K | Hold |
500
| – | – | 0.01% | 488 |
|
|
2019
Q2 | $33K | Hold |
500
| – | – | 0.01% | 522 |
|
|
2019
Q1 | $30K | Hold |
500
| – | – | 0.01% | 673 |
|
|
2018
Q4 | $27K | Hold |
500
| – | – | 0.01% | 647 |
|
|
2018
Q3 | $36K | Hold |
500
| – | – | 0.01% | 639 |
|
|
2018
Q2 | $31K | Hold |
500
| – | – | 0.01% | 697 |
|
|
2018
Q1 | $29K | Hold |
500
| – | – | 0.01% | 694 |
|
|
2017
Q4 | $29K | Hold |
500
| – | – | ﹤0.01% | 758 |
|
|
2017
Q3 | $25K | Hold |
500
| – | – | ﹤0.01% | 817 |
|
|
2017
Q2 | $22K | Hold |
500
| – | – | ﹤0.01% | 828 |
|
|
2017
Q1 | $22K | Hold |
500
| – | – | ﹤0.01% | 825 |
|
|
2016
Q4 | $22K | Hold |
500
| – | – | 0.01% | 810 |
|
|
2016
Q3 | $22K | Hold |
500
| – | – | 0.01% | 814 |
|
|
2016
Q2 | $20K | Hold |
500
| – | – | 0.01% | 779 |
|
|
2016
Q1 | $19K | Buy |
+500
| New | +$19K | 0.01% | 590 |
|
|
2015
Q3 | – | Sell |
-500
| Closed | -$17K | – | 797 |
|
|
2015
Q2 | $17K | Hold |
500
| – | – | 0.01% | 660 |
|
|
2015
Q1 | $19K | Hold |
500
| – | – | 0.01% | 585 |
|
|
2014
Q4 | $17K | Hold |
500
| – | – | 0.01% | 564 |
|
|
2014
Q3 | $15K | Buy |
+500
| New | +$15K | 0.01% | 523 |
|