Northwestern Mutual Wealth Management’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-65
| Closed | -$2.86K | – | 3585 |
|
|
2023
Q1 | $2.86K | Sell |
65
-70
| -52% | -$3.08K | ﹤0.01% | 2880 |
|
|
2022
Q4 | $4.94K | Buy |
135
+70
| +108% | +$2.56K | ﹤0.01% | 2726 |
|
|
2022
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 2818 |
|
|
2022
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 2864 |
|
|
2022
Q1 | $3K | Sell |
65
-951
| -94% | -$43.9K | ﹤0.01% | 2868 |
|
|
2021
Q4 | $48K | Hold |
1,016
| – | – | ﹤0.01% | 1999 |
|
|
2021
Q3 | $41K | Hold |
1,016
| – | – | ﹤0.01% | 1962 |
|
|
2021
Q2 | $56K | Sell |
1,016
-54
| -5% | -$2.98K | ﹤0.01% | 1817 |
|
|
2021
Q1 | $67K | Sell |
1,070
-770
| -42% | -$48.2K | ﹤0.01% | 1630 |
|
|
2020
Q4 | $133K | Buy |
1,840
+1,775
| +2,731% | +$128K | ﹤0.01% | 1293 |
|
|
2020
Q3 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 2179 |
|
|
2019
Q4 | – | Sell |
-76
| Closed | -$3K | – | 2599 |
|
|
2019
Q3 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 2215 |
|