Kingsview Wealth Management’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,220
| Closed | -$202K | – | 1177 |
|
|
2024
Q4 | $202K | Sell |
1,220
-26
| -2% | -$4.31K | ﹤0.01% | 1056 |
|
|
2024
Q3 | $238K | Buy |
1,246
+19
| +2% | +$3.64K | 0.01% | 964 |
|
|
2024
Q2 | $207K | Buy |
1,227
+7
| +0.6% | +$1.18K | ﹤0.01% | 978 |
|
|
2024
Q1 | $250K | Hold |
1,220
| – | – | 0.01% | 887 |
|
|
2023
Q4 | $242K | Buy |
+1,220
| New | +$242K | 0.01% | 834 |
|
|
2022
Q1 | – | Sell |
-1,796
| Closed | -$250K | – | 949 |
|
|
2021
Q4 | $250K | Buy |
+1,796
| New | +$250K | 0.01% | 784 |
|