Plante Moran Financial Advisors’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-11
| Closed | -$1K | – | 956 |
|
2018
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 912 |
|
2017
Q1 | – | Sell |
-58
| Closed | -$3K | – | 1013 |
|
2016
Q4 | $3K | Sell |
58
-36
| -38% | -$1.86K | ﹤0.01% | 811 |
|
2016
Q3 | $4K | Buy |
94
+14
| +18% | +$596 | ﹤0.01% | 753 |
|
2016
Q2 | $3K | Sell |
80
-18
| -18% | -$675 | ﹤0.01% | 742 |
|
2016
Q1 | $4K | Buy |
+98
| New | +$4K | ﹤0.01% | 629 |
|