IFP Advisors’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$276 | – | 2848 |
|
|
2025
Q1 | – | Hold |
0
| – | -$312 | – | 3590 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3557 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4422 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4208 |
|
|
2021
Q1 | – | Sell |
-135
| Closed | -$4K | – | 4095 |
|
|
2020
Q4 | $4K | Buy |
+135
| New | +$4K | ﹤0.01% | 2416 |
|