MCIA
Mountain Capital Investment Advisors’s Simulations Plus SLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,531
| Closed | -$428K | – | 127 |
|
|
2021
Q3 | $428K | Buy |
11,531
+305
| +3% | +$11.3K | 0.23% | 108 |
|
|
2021
Q2 | $597K | Buy |
11,226
+39
| +0.3% | +$2.07K | 0.28% | 98 |
|
|
2021
Q1 | $682K | Buy |
11,187
+3,798
| +51% | +$232K | 0.34% | 101 |
|
|
2020
Q4 | $586K | Buy |
+7,389
| New | +$586K | 0.35% | 94 |
|