Kestra Private Wealth Services’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 | – | Sell |
-2,965
| Closed | -$466K | – | 1665 |
|
|
2025
Q1 | $466K | Buy |
2,965
+71
| +2% | +$11.2K | 0.01% | 989 |
|
|
2024
Q4 | $480K | Buy |
2,894
+199
| +7% | +$33K | 0.01% | 930 |
|
|
2024
Q3 | $515K | Buy |
2,695
+20
| +0.7% | +$3.83K | 0.01% | 861 |
|
|
2024
Q2 | $451K | Buy |
2,675
+173
| +7% | +$29.2K | 0.01% | 874 |
|
|
2024
Q1 | $513K | Buy |
2,502
+63
| +3% | +$12.9K | 0.01% | 785 |
|
|
2023
Q4 | $483K | Sell |
2,439
-69
| -3% | -$13.7K | 0.01% | 742 |
|
|
2023
Q3 | $376K | Sell |
2,508
-44
| -2% | -$6.59K | 0.01% | 767 |
|
|
2023
Q2 | $353K | Buy |
2,552
+53
| +2% | +$7.34K | 0.01% | 758 |
|
|
2023
Q1 | $274K | Buy |
+2,499
| New | +$274K | 0.01% | 821 |
|