KWM
Kolinsky Wealth Management’s Simpson Manufacturing SSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $668K | Hold |
4,029
| – | – | 0.41% | 47 |
|
|
2024
Q3 | $771K | Buy |
4,029
+9
| +0.2% | +$1.72K | 0.5% | 35 |
|
|
2024
Q2 | $677K | Buy |
4,020
+2
| +0% | +$337 | 0.49% | 39 |
|
|
2024
Q1 | $824K | Buy |
4,018
+4
| +0.1% | +$821 | 0.63% | 28 |
|
|
2023
Q4 | $795K | Sell |
4,014
-61
| -1% | -$12.1K | 0.7% | 23 |
|
|
2023
Q3 | $610K | Buy |
4,075
+45
| +1% | +$6.74K | 0.61% | 30 |
|
|
2023
Q2 | $563K | Buy |
4,030
+267
| +7% | +$37.3K | 0.53% | 32 |
|
|
2023
Q1 | $413K | Buy |
3,763
+11
| +0.3% | +$1.21K | 0.44% | 48 |
|
|
2022
Q4 | $333K | Buy |
3,752
+860
| +30% | +$76.3K | 0.38% | 70 |
|
|
2022
Q3 | $227K | Buy |
2,892
+15
| +0.5% | +$1.18K | 0.28% | 100 |
|
|
2022
Q2 | $289K | Hold |
2,877
| – | – | 0.34% | 74 |
|
|
2022
Q1 | $314K | Sell |
2,877
-513
| -15% | -$56K | 0.31% | 73 |
|
|
2021
Q4 | $471K | Buy |
+3,390
| New | +$471K | 0.44% | 42 |
|