Secure Asset Management’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
Q1 | – | Sell |
-27,766
| Closed | -$1.1M | – | 246 |
|
|
2023
Q4 | $1.1M | Buy |
27,766
+28
| +0.1% | +$1.11K | 0.3% | 88 |
|
|
2023
Q3 | $958K | Buy |
27,738
+3,184
| +13% | +$110K | 0.29% | 93 |
|
|
2023
Q2 | $898K | Buy |
24,554
+1,179
| +5% | +$43.1K | 0.27% | 90 |
|
|
2023
Q1 | $930K | Buy |
23,375
+1,404
| +6% | +$55.8K | 0.31% | 79 |
|
|
2022
Q4 | $836K | Buy |
21,971
+15,418
| +235% | +$586K | 0.3% | 86 |
|
|
2022
Q3 | $210K | Buy |
+6,553
| New | +$210K | 0.12% | 143 |
|