Heritage Wealth Management (Arizona)’s Simply Good Foods SMPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$2.74K	Buy	72 +36	+100%	+$1.37K	﹤0.01%	949
2022 Q3	$1K	Buy	+36	New	+$1K	﹤0.01%	971
2022 Q2	–	Sell	-75	Closed	-$3K	–	1051
2022 Q1	$3K	Buy	+75	New	+$3K	﹤0.01%	868
2021 Q3	$3K	Buy	+75	New	+$3K	﹤0.01%	790