Mount Yale 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
2025 Q2	$109K	Buy	+3,436	New	+$109K	0.01%	639
2020 Q4	–	Sell	-9,414	Closed	-$208K	–	417
2020 Q3	$208K	Buy	+9,414	New	+$208K	0.03%	325