JFS Wealth 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 | $948 | Sell |
30
-4
| -12% | -$126 | ﹤0.01% | 1585 |
|
|
2025
Q1 | $1.17K | Sell |
34
-20
| -37% | -$690 | ﹤0.01% | 1618 |
|
|
2024
Q4 | $2.11K | Buy |
54
+17
| +46% | +$663 | ﹤0.01% | 1459 |
|
|
2024
Q3 | $1.29K | Sell |
37
-18
| -33% | -$626 | ﹤0.01% | 1639 |
|
|
2024
Q2 | $1.99K | Buy |
55
+10
| +22% | +$361 | ﹤0.01% | 1432 |
|
|
2024
Q1 | $1.53K | Sell |
45
-19
| -30% | -$647 | ﹤0.01% | 1538 |
|
|
2023
Q4 | $2.54K | Buy |
64
+24
| +60% | +$951 | ﹤0.01% | 1330 |
|
|
2023
Q3 | $1.38K | Sell |
40
-14
| -26% | -$483 | ﹤0.01% | 1502 |
|
|
2023
Q2 | $1.98K | Sell |
54
-13
| -19% | -$476 | ﹤0.01% | 1392 |
|
|
2023
Q1 | $2.67K | Buy |
67
+16
| +31% | +$636 | ﹤0.01% | 1256 |
|
|
2022
Q4 | $1.94K | Buy |
51
+41
| +410% | +$1.56K | ﹤0.01% | 1388 |
|
|
2022
Q3 | $0 | Sell |
10
-46
| -82% | – | ﹤0.01% | 1916 |
|
|
2022
Q2 | $2K | Buy |
56
+5
| +10% | +$179 | ﹤0.01% | 1385 |
|
|
2022
Q1 | $2K | Buy |
51
+29
| +132% | +$1.14K | ﹤0.01% | 1490 |
|
|
2021
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1551 |
|