Gradient Investments’s Simulations Plus SLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$10K | – | 827 |
|
|
2016
Q4 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 454 |
|
|
2016
Q3 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 471 |
|
|
2016
Q2 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 471 |
|
|
2016
Q1 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 455 |
|
|
2015
Q4 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 399 |
|
|
2015
Q3 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 396 |
|
|
2015
Q2 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 447 |
|
|
2015
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 471 |
|
|
2014
Q4 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 398 |
|
|
2014
Q3 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 364 |
|
|
2014
Q2 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 397 |
|
|
2014
Q1 | $7K | Buy |
+1,000
| New | +$7K | ﹤0.01% | 375 |
|