Hennion & Walsh Asset Management’s Simulations Plus SLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Sell |
29,906
-1,455
| -5% | -$25.4K | 0.02% | 662 |
|
|
2025
Q1 | $769K | Sell |
31,361
-6,898
| -18% | -$169K | 0.03% | 533 |
|
|
2024
Q4 | $1.07M | Sell |
38,259
-285
| -0.7% | -$7.95K | 0.05% | 451 |
|
|
2024
Q3 | $1.23M | Sell |
38,544
-14
| -0% | -$448 | 0.06% | 401 |
|
|
2024
Q2 | $1.87M | Buy |
38,558
+2,713
| +8% | +$132K | 0.1% | 262 |
|
|
2024
Q1 | $1.48M | Buy |
35,845
+11,794
| +49% | +$485K | 0.08% | 324 |
|
|
2023
Q4 | $1.08M | Buy |
24,051
+5,760
| +31% | +$258K | 0.06% | 387 |
|
|
2023
Q3 | $763K | Buy |
18,291
+13,539
| +285% | +$565K | 0.05% | 421 |
|
|
2023
Q2 | $206K | Buy |
+4,752
| New | +$206K | 0.01% | 747 |
|
|
2022
Q3 | – | Sell |
-4,257
| Closed | -$210K | – | 799 |
|
|
2022
Q2 | $210K | Sell |
4,257
-67
| -2% | -$3.31K | 0.01% | 716 |
|
|
2022
Q1 | $220K | Sell |
4,324
-2
| -0% | -$102 | 0.01% | 721 |
|
|
2021
Q4 | $205K | Buy |
+4,326
| New | +$205K | 0.01% | 719 |
|
|
2021
Q3 | – | Sell |
-4,052
| Closed | -$222K | – | 757 |
|
|
2021
Q2 | $222K | Buy |
+4,052
| New | +$222K | 0.01% | 691 |
|