Portside Wealth Group’s Simply Good Foods SMPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,974	Closed	-$271K	–	383
2024 Q1	$271K	Buy	7,974 +615	+8%	+$20.9K	0.05%	294
2023 Q4	$291K	Buy	7,359 +654	+10%	+$25.9K	0.05%	269
2023 Q3	$230K	Buy	6,705 +674	+11%	+$23.1K	0.04%	293
2023 Q2	$221K	Buy	+6,031	New	+$221K	0.04%	304