LPL Financial’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
13,259
+1,335
| +11% | +$23.3K | ﹤0.01% | 4847 |
|
|
2025
Q1 | $292K | Buy |
11,924
+3,679
| +45% | +$90.2K | ﹤0.01% | 4491 |
|
|
2024
Q4 | $230K | Buy |
+8,245
| New | +$230K | ﹤0.01% | 4618 |
|
|
2022
Q1 | – | Sell |
-6,608
| Closed | -$313K | – | 4350 |
|
|
2021
Q4 | $313K | Sell |
6,608
-367
| -5% | -$17.4K | ﹤0.01% | 3644 |
|
|
2021
Q3 | $275K | Buy |
6,975
+1,091
| +19% | +$43K | ﹤0.01% | 3698 |
|
|
2021
Q2 | $323K | Sell |
5,884
-1,611
| -21% | -$88.4K | ﹤0.01% | 3521 |
|
|
2021
Q1 | $474K | Buy |
7,495
+118
| +2% | +$7.46K | ﹤0.01% | 3056 |
|
|
2020
Q4 | $531K | Buy |
7,377
+2,764
| +60% | +$199K | ﹤0.01% | 2691 |
|
|
2020
Q3 | $348K | Buy |
+4,613
| New | +$348K | ﹤0.01% | 2773 |
|