Polen Capital Management’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-178,076
| Closed | -$7.03M | – | 96 |
|
|
2021
Q3 | $7.03M | Buy |
178,076
+15,252
| +9% | +$602K | 0.01% | 61 |
|
|
2021
Q2 | $8.94M | Buy |
162,824
+32,066
| +25% | +$1.76M | 0.02% | 57 |
|
|
2021
Q1 | $8.27M | Buy |
130,758
+41,329
| +46% | +$2.61M | 0.02% | 53 |
|
|
2020
Q4 | $6.43M | Buy |
+89,429
| New | +$6.43M | 0.01% | 56 |
|