Sageworth Trust’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-50
| Closed | -$5.48K | – | 399 |
|
2023
Q1 | $5.48K | Hold |
50
| – | – | ﹤0.01% | 362 |
|
2022
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 287 |
|
2022
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 277 |
|
2022
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 277 |
|
2022
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 255 |
|
2021
Q4 | $7K | Sell |
50
-170
| -77% | -$23.8K | ﹤0.01% | 341 |
|
2021
Q3 | $24K | Hold |
220
| – | – | ﹤0.01% | 322 |
|
2021
Q2 | $24K | Buy |
+220
| New | +$24K | ﹤0.01% | 356 |
|