Forte Capital’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,180
| Closed | -$245K | – | 240 |
|
|
2023
Q4 | $245K | Buy |
6,180
+140
| +2% | +$5.54K | 0.03% | 210 |
|
|
2023
Q3 | $209K | Hold |
6,040
| – | – | 0.03% | 206 |
|
|
2023
Q2 | $221K | Buy |
6,040
+35
| +0.6% | +$1.28K | 0.03% | 202 |
|
|
2023
Q1 | $239K | Buy |
6,005
+245
| +4% | +$9.74K | 0.04% | 193 |
|
|
2022
Q4 | $219K | Buy |
+5,760
| New | +$219K | 0.04% | 191 |
|