Prudent Man Advisors’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,100
| Closed | -$203K | – | 214 |
|
|
2023
Q1 | $203K | Buy |
+5,100
| New | +$203K | 0.08% | 183 |
|
|
2022
Q1 | – | Sell |
-5,169
| Closed | -$215K | – | 198 |
|
|
2021
Q4 | $215K | Sell |
5,169
-959
| -16% | -$39.9K | 0.08% | 174 |
|
|
2021
Q3 | $211K | Sell |
6,128
-15
| -0.2% | -$516 | 0.08% | 191 |
|
|
2021
Q2 | $224K | Buy |
+6,143
| New | +$224K | 0.09% | 191 |
|