Integrated Wealth Concepts’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
2,564
-156
| -6% | -$24.2K | ﹤0.01% | 1402 |
|
|
2025
Q1 | $427K | Buy |
2,720
+286
| +12% | +$44.9K | 0.01% | 1214 |
|
|
2024
Q4 | $404K | Sell |
2,434
-224
| -8% | -$37.1K | ﹤0.01% | 1224 |
|
|
2024
Q3 | $508K | Sell |
2,658
-129
| -5% | -$24.7K | 0.01% | 1075 |
|
|
2024
Q2 | $470K | Sell |
2,787
-2
| -0.1% | -$337 | 0.01% | 1073 |
|
|
2024
Q1 | $572K | Sell |
2,789
-24
| -0.9% | -$4.92K | 0.01% | 993 |
|
|
2023
Q4 | $557K | Sell |
2,813
-50
| -2% | -$9.9K | 0.01% | 955 |
|
|
2023
Q3 | $429K | Hold |
2,863
| – | – | 0.01% | 1045 |
|
|
2023
Q2 | $397K | Hold |
2,863
| – | – | 0.01% | 1098 |
|
|
2023
Q1 | $314K | Buy |
+2,863
| New | +$314K | 0.01% | 1033 |
|