Plante Moran Financial Advisors’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-500
| Closed | -$24K | – | 1000 |
|
|
2021
Q4 | $24K | Sell |
500
-500
| -50% | -$24K | ﹤0.01% | 518 |
|
|
2021
Q3 | $40K | Hold |
1,000
| – | – | 0.01% | 422 |
|
|
2021
Q2 | $55K | Buy |
+1,000
| New | +$55K | 0.01% | 349 |
|
|
2019
Q1 | – | Sell |
-38
| Closed | -$1K | – | 918 |
|
|
2018
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 830 |
|