Schubert & Co’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 |
-41
| Closed | -$1.63K | – | 1286 |
|
|
2023
Q1 | $1.63K | Buy |
41
+8
| +24% | +$318 | ﹤0.01% | 994 |
|
|
2022
Q4 | $1.26K | Buy |
33
+19
| +136% | +$723 | ﹤0.01% | 1087 |
|
|
2022
Q3 | $0 | Sell |
14
-24
| -63% | – | ﹤0.01% | 1560 |
|
|
2022
Q2 | $1K | Buy |
38
+17
| +81% | +$447 | ﹤0.01% | 1289 |
|
|
2022
Q1 | $1K | Buy |
21
+5
| +31% | +$238 | ﹤0.01% | 908 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 855 |
|