Integrated Wealth Concepts’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,840
| Closed | -$418K | – | 1042 |
|
|
2021
Q4 | $418K | Buy |
8,840
+646
| +8% | +$30.5K | 0.01% | 651 |
|
|
2021
Q3 | $324K | Buy |
8,194
+818
| +11% | +$32.3K | 0.01% | 714 |
|
|
2021
Q2 | $405K | Buy |
7,376
+695
| +10% | +$38.2K | 0.01% | 577 |
|
|
2021
Q1 | $423K | Buy |
6,681
+2,616
| +64% | +$166K | 0.02% | 513 |
|
|
2020
Q4 | $292K | Buy |
4,065
+811
| +25% | +$58.3K | 0.01% | 518 |
|
|
2020
Q3 | $245K | Buy |
+3,254
| New | +$245K | 0.02% | 500 |
|