MGWM
Marks Group Wealth Management’s Simpson Manufacturing SSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-63,497
| Closed | -$5.63M | – | 290 |
|
|
2022
Q4 | $5.63M | Buy |
63,497
+972
| +2% | +$86.2K | 0.77% | 58 |
|
|
2022
Q3 | $4.9M | Buy |
62,525
+6,194
| +11% | +$486K | 0.75% | 58 |
|
|
2022
Q2 | $5.67M | Buy |
56,331
+5,324
| +10% | +$536K | 0.82% | 45 |
|
|
2022
Q1 | $5.56M | Buy |
51,007
+23,486
| +85% | +$2.56M | 0.7% | 62 |
|
|
2021
Q4 | $3.83M | Buy |
+27,521
| New | +$3.83M | 0.47% | 79 |
|