HighMark Wealth Management’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-77
| Closed | -$3K | – | 527 |
|
|
2021
Q3 | $3K | Buy |
77
+11
| +17% | +$429 | ﹤0.01% | 423 |
|
|
2021
Q2 | $4K | Buy |
66
+9
| +16% | +$545 | ﹤0.01% | 398 |
|
|
2021
Q1 | $4K | Sell |
57
-28
| -33% | -$1.97K | ﹤0.01% | 371 |
|
|
2020
Q4 | $6K | Sell |
85
-423
| -83% | -$29.9K | 0.01% | 315 |
|
|
2020
Q3 | $38K | Buy |
508
+416
| +452% | +$31.1K | 0.03% | 120 |
|
|
2020
Q2 | $6K | Buy |
+92
| New | +$6K | 0.01% | 294 |
|