Institutional & Family Asset Management’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30
| Closed | -$1.04K | – | 742 |
|
|
2023
Q3 | $1.04K | Hold |
30
| – | – | ﹤0.01% | 612 |
|
|
2023
Q2 | $1.1K | Hold |
30
| – | – | ﹤0.01% | 621 |
|
|
2023
Q1 | $1.19K | Sell |
30
-1
| -3% | -$40 | ﹤0.01% | 609 |
|
|
2022
Q4 | $1.18K | Hold |
31
| – | – | ﹤0.01% | 593 |
|
|
2022
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 674 |
|
|
2022
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 693 |
|
|
2022
Q1 | $1K | Sell |
31
-1
| -3% | -$32 | ﹤0.01% | 726 |
|
|
2021
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 758 |
|
|
2021
Q3 | $1K | Sell |
32
-23
| -42% | -$719 | ﹤0.01% | 873 |
|
|
2021
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 837 |
|
|
2021
Q1 | $2K | Sell |
55
-33
| -38% | -$1.2K | ﹤0.01% | 817 |
|
|
2020
Q4 | $3K | Sell |
88
-3
| -3% | -$102 | ﹤0.01% | 724 |
|
|
2020
Q3 | $2K | Hold |
91
| – | – | ﹤0.01% | 727 |
|
|
2020
Q2 | $2K | Buy |
91
+39
| +75% | +$857 | ﹤0.01% | 712 |
|
|
2020
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 777 |
|
|
2019
Q4 | $1K | Hold |
52
| – | – | ﹤0.01% | 828 |
|
|
2019
Q3 | $2K | Buy |
52
+1
| +2% | +$38 | ﹤0.01% | 727 |
|
|
2019
Q2 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 817 |
|