Pinnacle Wealth Planning Services’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,072
| Closed | -$205K | – | 541 |
|
|
2024
Q3 | $205K | Buy |
+1,072
| New | +$205K | 0.03% | 455 |
|
|
2024
Q2 | – | Sell |
-1,072
| Closed | -$220K | – | 546 |
|
|
2024
Q1 | $220K | Hold |
1,072
| – | – | 0.03% | 393 |
|
|
2023
Q4 | $212K | Buy |
+1,072
| New | +$212K | 0.03% | 381 |
|
|
2021
Q1 | – | Sell |
-466
| Closed | -$44K | – | 1717 |
|
|
2020
Q4 | $44K | Buy |
+466
| New | +$44K | 0.01% | 849 |
|