Financial Engines Advisors’s SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-60,914
| Closed | -$1.41M | – | 226 |
|
2020
Q1 | $1.41M | Sell |
60,914
-5,233
| -8% | -$121K | 0.01% | 91 |
|
2019
Q4 | $2.16M | Sell |
66,147
-39
| -0.1% | -$1.28K | 0.01% | 76 |
|
2019
Q3 | $1.98M | Sell |
66,186
-6,580
| -9% | -$197K | 0.01% | 71 |
|
2019
Q2 | $2.2M | Hold |
72,766
| – | – | 0.01% | 66 |
|
2019
Q1 | $2.03M | Sell |
72,766
-7,683
| -10% | -$215K | 0.01% | 69 |
|
2018
Q4 | $1.97M | Buy |
+80,449
| New | +$1.97M | 0.01% | 65 |
|