KLR Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $243K | Sell |
7,371
-477
| -6% | -$15.7K | 0.18% | 161 |
|
|
2023
Q4 | $311K | Buy |
7,848
+109
| +1% | +$4.32K | 0.22% | 138 |
|
|
2023
Q3 | $308K | Sell |
7,739
-126
| -2% | -$5.01K | 0.28% | 117 |
|
|
2023
Q2 | $288K | Sell |
7,865
-167
| -2% | -$6.11K | 0.24% | 143 |
|
|
2023
Q1 | $319K | Sell |
8,032
-1,829
| -19% | -$72.7K | 0.28% | 117 |
|
|
2022
Q4 | $375K | Buy |
+9,861
| New | +$375K | 0.31% | 94 |
|