IFP Advisors’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5
| Closed | -$123 | – | 4525 |
|
|
2025
Q1 | $123 | Hold |
5
| – | – | ﹤0.01% | 3800 |
|
|
2024
Q4 | $139 | Buy |
+5
| New | +$139 | ﹤0.01% | 3904 |
|
|
2023
Q4 | – | Sell |
-11
| Closed | -$459 | – | 3312 |
|
|
2023
Q3 | $459 | Hold |
11
| – | – | ﹤0.01% | 3114 |
|
|
2023
Q2 | $477 | Hold |
11
| – | – | ﹤0.01% | 3201 |
|
|
2023
Q1 | $213 | Sell |
11
-11
| -50% | -$213 | ﹤0.01% | 3269 |
|
|
2022
Q4 | $4K | Buy |
22
+12
| +120% | +$2.18K | ﹤0.01% | 3932 |
|
|
2022
Q3 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 4259 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4408 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4194 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4084 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3905 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3765 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3591 |
|
|
2020
Q1 | – | Sell |
-31
| Closed | -$1K | – | 3520 |
|
|
2019
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 2708 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$2K | – | 4021 |
|
|
2017
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 3749 |
|
|
2017
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 3902 |
|
|
2017
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 3811 |
|
|
2016
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 3800 |
|
|
2016
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 3747 |
|
|
2016
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3658 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$1K | – | 3291 |
|
|
2015
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3538 |
|