National Penn Investors Trust’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $275K | Buy |
7,207
+700
| +11% | +$26.7K | 0.03% | 177 |
|
|
2015
Q4 | $222K | Buy |
6,507
+135
| +2% | +$4.61K | 0.02% | 206 |
|
|
2015
Q3 | $213K | Buy |
6,372
+365
| +6% | +$12.2K | 0.02% | 200 |
|
|
2015
Q2 | $204K | Buy |
6,007
+210
| +4% | +$7.13K | 0.02% | 216 |
|
|
2015
Q1 | $217K | Hold |
5,797
| – | – | 0.02% | 205 |
|
|
2014
Q4 | $201K | Buy |
+5,797
| New | +$201K | 0.02% | 186 |
|
|
2014
Q1 | – | Sell |
-9,740
| Closed | -$358K | – | 210 |
|
|
2013
Q4 | $358K | Sell |
9,740
-185
| -2% | -$6.8K | 0.04% | 168 |
|
|
2013
Q3 | $323K | Buy |
9,925
+130
| +1% | +$4.23K | 0.04% | 173 |
|
|
2013
Q2 | $288K | Buy |
+9,795
| New | +$288K | 0.04% | 174 |
|